Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
8,500
+5,000
+143% +$753K 0.53% 32
2025
Q1
$367K Hold
3,500
0.17% 47
2024
Q4
$572K Buy
+3,500
New +$572K 0.25% 49