Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
2,601
+95
+4% +$21.5K 0.27% 82
2025
Q1
$416K Buy
2,506
+29
+1% +$4.81K 0.25% 93
2024
Q4
$489K Buy
2,477
+1,141
+85% +$225K 0.3% 93
2024
Q3
$232K Buy
+1,336
New +$232K 0.15% 136