Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$161K Buy
16,061
+19
+0.1% +$191 0.03% 201
2024
Q4
$157K Buy
16,042
+1,863
+13% +$18.2K 0.03% 203
2024
Q3
$149K Buy
+14,179
New +$149K 0.03% 196
2024
Q1
$177K Buy
+14,226
New +$177K 0.05% 169