Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
10,068
+2,150
+27% +$131K 0.79% 14
2025
Q1
$455K Hold
7,918
0.62% 13
2024
Q4
$392K Buy
+7,918
New +$392K 0.58% 19