Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
3,420
+105
+3% +$15.2K ﹤0.01% 951
2025
Q1
$419K Buy
3,315
+194
+6% +$24.5K ﹤0.01% 986
2024
Q4
$324K Buy
3,121
+346
+12% +$36K ﹤0.01% 1102
2024
Q3
$237K Buy
+2,775
New +$237K ﹤0.01% 1164