Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Buy
3,266
+36
+1% +$4.76K ﹤0.01% 841
2025
Q1
$386K Buy
3,230
+568
+21% +$67.9K ﹤0.01% 847
2024
Q4
$350K Buy
2,662
+745
+39% +$97.9K 0.01% 774
2024
Q3
$243K Buy
1,917
+247
+15% +$31.3K ﹤0.01% 732
2024
Q2
$253K Buy
1,670
+53
+3% +$8.04K 0.01% 707
2024
Q1
$267K Buy
+1,617
New +$267K 0.01% 598