Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
8,000
+5,000
+167% +$790K 1.53% 16
2025
Q1
$325K Sell
3,000
-1,500
-33% -$163K 1.41% 10
2024
Q4
$604K Buy
+4,500
New +$604K 1.78% 9