Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$982K Buy
1,225
+9
+0.7% +$7.22K 0.35% 81
2025
Q1
$806K Buy
1,216
+15
+1% +$9.94K 0.35% 82
2024
Q4
$832K Buy
+1,201
New +$832K 0.34% 79