Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
8,240
+121
+1% +$19.1K 1.01% 27
2025
Q1
$880K Buy
8,119
+55
+0.7% +$5.96K 0.73% 30
2024
Q4
$1.08M Buy
+8,064
New +$1.08M 0.9% 29
2023
Q3
$211K Buy
4,840
+40
+0.8% +$1.74K 0.24% 54
2023
Q2
$203K Buy
+4,800
New +$203K 0.22% 55