Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
4,000
+350
+10% +$25.8K 0.01% 840
2025
Q1
$285K Buy
3,650
+500
+16% +$39K 0.01% 844
2024
Q4
$371K Buy
+3,150
New +$371K 0.01% 724