Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
1,226
+62
+5% +$22K 0.4% 72
2025
Q1
$408K Buy
1,164
+52
+5% +$18.2K 0.45% 65
2024
Q4
$351K Buy
+1,112
New +$351K 0.38% 74