Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
847
+3
+0.4% +$953 0.22% 133
2025
Q1
$219K Buy
844
+113
+15% +$29.3K 0.22% 138
2024
Q4
$295K Buy
+731
New +$295K 0.33% 93