Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
2,463
+3
+0.1% +$288 0.01% 241
2025
Q1
$245K Hold
2,460
0.01% 223
2024
Q4
$220K Hold
2,460
0.01% 240
2024
Q3
$215K Buy
+2,460
New +$215K 0.01% 249