Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
138,258
+31,333
+29% +$152K ﹤0.01% 1230
2025
Q1
$405K Buy
106,925
+1,733
+2% +$6.57K ﹤0.01% 1426
2024
Q4
$463K Buy
+105,192
New +$463K ﹤0.01% 1310