Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
6,843
+601
+10% +$132K 1.53% 15
2025
Q1
$1.19M Buy
6,242
+316
+5% +$60.1K 1.29% 20
2024
Q4
$1.3M Buy
+5,926
New +$1.3M 1.3% 19