Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.72M Buy
20,750
+5,000
+32% +$1.14M 2.06% 14
2025
Q1
$3.84M Buy
15,750
+500
+3% +$122K 1.7% 18
2024
Q4
$4.29M Buy
+15,250
New +$4.29M 1.94% 15