Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
9,204
+2,636
+40% +$155K ﹤0.01% 1315
2025
Q1
$329K Buy
6,568
+951
+17% +$47.6K ﹤0.01% 1358
2024
Q4
$263K Buy
+5,617
New +$263K ﹤0.01% 1404