Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
3,944
+312
+9% +$250K 1.12% 24
2025
Q1
$2.41M Buy
3,632
+20
+0.6% +$13.3K 0.98% 26
2024
Q4
$2.5M Buy
3,612
+1,105
+44% +$766K 1% 24
2024
Q3
$2.09M Buy
2,507
+306
+14% +$255K 0.81% 26
2024
Q2
$2.25M Buy
+2,201
New +$2.25M 0.9% 24