Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.28M Buy
11,989
+450
+4% +$161K 1.99% 22
2025
Q1
$3.14M Buy
11,539
+107
+0.9% +$29.1K 1.66% 28
2024
Q4
$3.79M Buy
11,432
+232
+2% +$77K 1.81% 27
2024
Q3
$3.71M Buy
11,200
+1,232
+12% +$408K 1.87% 23
2024
Q2
$3.13M Buy
+9,968
New +$3.13M 1.66% 27