Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$508K Buy
1,432
+1
+0.1% +$355 0.41% 63
2025
Q1
$502K Hold
1,431
0.5% 61
2024
Q4
$452K Buy
+1,431
New +$452K 0.5% 53