Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.15M Buy
9,786
+622
+7% +$136K 1.7% 19
2025
Q1
$1.74M Buy
9,164
+55
+0.6% +$10.5K 1.59% 21
2024
Q4
$2M Buy
+9,109
New +$2M 1.82% 18