Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
4,706
+2
+0% +$272 0.36% 77
2025
Q1
$624K Buy
4,704
+1
+0% +$133 0.37% 77
2024
Q4
$532K Buy
4,703
+2,056
+78% +$233K 0.31% 86
2024
Q3
$302K Buy
+2,647
New +$302K 0.19% 107