Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$677K Buy
1,899
+226
+14% +$80.6K 0.54% 51
2025
Q1
$668K Buy
1,673
+469
+39% +$187K 0.67% 39
2024
Q4
$432K Buy
+1,204
New +$432K 0.42% 61