Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Hold
21,760
0.74% 24
2025
Q1
$2.01M Buy
21,760
+200
+0.9% +$18.5K 0.5% 26
2024
Q4
$2.02M Sell
21,560
-820
-4% -$76.7K 0.53% 28
2024
Q3
$2.19M Buy
22,380
+6,700
+43% +$656K 0.55% 25
2024
Q2
$1.53M Buy
+15,680
New +$1.53M 0.43% 32