Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
874
+62
+8% +$25.3K 0.06% 130
2025
Q1
$269K Buy
812
+314
+63% +$104K 0.05% 136
2024
Q4
$209K Buy
+498
New +$209K 0.04% 135