Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Buy
7,000
+400
+6% +$188K 3% 14
2025
Q1
$3.07M Sell
6,600
-600
-8% -$279K 3.41% 11
2024
Q4
$3.01M Buy
+7,200
New +$3.01M 2.87% 11