Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
3,931
+181
+5% +$57.5K 0.71% 41
2025
Q1
$972K Buy
3,750
+50
+1% +$13K 0.61% 47
2024
Q4
$1.49M Sell
3,700
-4
-0.1% -$1.62K 0.95% 27
2024
Q3
$969K Buy
3,704
+109
+3% +$28.5K 0.66% 36
2024
Q2
$711K Buy
+3,595
New +$711K 0.49% 44