Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
15,330
+1,110
+8% +$104K 1.12% 19
2025
Q1
$1.04M Buy
+14,220
New +$1.04M 0.88% 20
2024
Q2
Sell
-3,710
Closed -$286K 65
2024
Q1
$286K Buy
+3,710
New +$286K 0.26% 50