Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
5,617
+190
+4% +$9.14K 0.22% 50
2025
Q1
$263K Buy
5,427
+1,100
+25% +$53.4K 0.22% 51
2024
Q4
$213K Buy
+4,327
New +$213K 0.17% 61