Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Buy
14,240
+2,775
+24% +$569K 2.63% 13
2025
Q1
$2.55M Buy
11,465
+715
+7% +$159K 2.59% 11
2024
Q4
$2.69M Sell
10,750
-80
-0.7% -$20K 2.81% 6
2024
Q3
$2.52M Buy
+10,830
New +$2.52M 2.77% 6