Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Buy
311,712
+5,466
+2% +$57.5K 2.52% 16
2025
Q1
$3.8M Buy
306,246
+121,680
+66% +$1.51M 2.96% 11
2024
Q4
$2.38M Buy
+184,566
New +$2.38M 1.73% 28