Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
9,375
+800
+9% +$171K 1.09% 31
2025
Q1
$1.9M Buy
8,575
+690
+9% +$153K 1.13% 33
2024
Q4
$1.97M Buy
7,885
+75
+1% +$18.8K 1.38% 31
2024
Q3
$1.82M Buy
+7,810
New +$1.82M 1.27% 31