Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
4,800
+600
+14% +$214K 3.43% 6
2025
Q1
$1.14M Buy
4,200
+1,200
+40% +$326K 6.14% 4
2024
Q4
$996K Buy
+3,000
New +$996K 6.74% 3