Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
8,373
+2,762
+49% +$396K 1.21% 31
2025
Q1
$697K Hold
5,611
0.79% 39
2024
Q4
$736K Buy
+5,611
New +$736K 0.81% 39