Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
2,240
+3
+0.1% +$485 0.01% 523
2025
Q1
$239K Buy
2,237
+4
+0.2% +$427 0.01% 589
2024
Q4
$275K Buy
+2,233
New +$275K 0.01% 500