Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
6,300
+100
+2% +$22.6K 1.09% 22
2025
Q1
$1.03M Buy
6,200
+2,400
+63% +$398K 0.89% 21
2024
Q4
$750K Buy
+3,800
New +$750K 0.61% 29