Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
15,362
+233
+2% +$5.79K ﹤0.01% 1051
2025
Q1
$397K Buy
15,129
+2,296
+18% +$60.2K ﹤0.01% 1004
2024
Q4
$319K Buy
12,833
+2,002
+18% +$49.8K ﹤0.01% 1107
2024
Q3
$219K Buy
+10,831
New +$219K ﹤0.01% 1212