Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.42M Buy
36,633
+4,100
+13% +$383K 2.88% 8
2025
Q1
$2.37M Sell
32,533
-567
-2% -$41.3K 2.26% 15
2024
Q4
$2M Buy
+33,100
New +$2M 1.83% 28