Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
2,238
+100
+5% +$20.9K 0.28% 102
2025
Q1
$365K Buy
2,138
+725
+51% +$124K 0.23% 118
2024
Q4
$250K Buy
+1,413
New +$250K 0.15% 138