Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
4,771
+373
+8% +$27.2K ﹤0.01% 1283
2025
Q1
$344K Buy
4,398
+25
+0.6% +$1.96K ﹤0.01% 1140
2024
Q4
$297K Buy
4,373
+8
+0.2% +$543 ﹤0.01% 1119
2024
Q3
$294K Buy
4,365
+47
+1% +$3.16K ﹤0.01% 1097
2024
Q2
$262K Buy
+4,318
New +$262K ﹤0.01% 1031