Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Buy
39,735
+250
+0.6% +$17.8K 1.12% 22
2025
Q1
$2.51M Buy
39,485
+2,500
+7% +$159K 1.02% 22
2024
Q4
$2.8M Buy
36,985
+17,835
+93% +$1.35M 1.13% 19
2024
Q3
$1.69M Buy
+19,150
New +$1.69M 0.67% 40