Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.27M Buy
41,990
+570
+1% +$44.4K 1.39% 23
2025
Q1
$3.06M Buy
41,420
+1,095
+3% +$80.8K 1.33% 27
2024
Q4
$3.29M Buy
40,325
+4,745
+13% +$387K 1.45% 28
2024
Q3
$2.48M Buy
+35,580
New +$2.48M 1.02% 38