Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$678K Buy
2,429
+9
+0.4% +$2.51K 0.72% 41
2025
Q1
$754K Hold
2,420
0.84% 36
2024
Q4
$631K Buy
+2,420
New +$631K 0.73% 41