Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68M Buy
9,107
+347
+4% +$102K 2.24% 15
2025
Q1
$2.18M Buy
8,760
+356
+4% +$88.5K 2% 16
2024
Q4
$1.85M Buy
+8,404
New +$1.85M 1.76% 23