Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
6,383
+259
+4% +$15.7K 0.08% 70
2025
Q1
$352K Buy
6,124
+1,382
+29% +$79.4K 0.08% 78
2024
Q4
$235K Buy
+4,742
New +$235K 0.05% 89