Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
225
+1
+0.4% +$470 0.1% 123
2025
Q1
$105K Buy
224
+1
+0.4% +$467 0.1% 120
2024
Q4
$103K Buy
+223
New +$103K 0.1% 116