Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Buy
18,178
+3,673
+25% +$33.8K 0.01% 218
2025
Q1
$141K Buy
14,505
+1,039
+8% +$10.1K 0.01% 233
2024
Q4
$127K Buy
13,466
+634
+5% +$5.97K 0.01% 235
2024
Q3
$145K Buy
12,832
+410
+3% +$4.65K 0.02% 220
2024
Q2
$121K Buy
+12,422
New +$121K 0.01% 226