Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.33M Buy
18,911
+743
+4% +$170K 3.13% 10
2025
Q1
$3.02M Buy
18,168
+168
+0.9% +$27.9K 2.36% 23
2024
Q4
$3.55M Buy
+18,000
New +$3.55M 2.53% 16