Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
9,936
+569
+6% +$118K 1.71% 15
2025
Q1
$2.08M Buy
9,367
+709
+8% +$157K 2% 10
2024
Q4
$2.17M Buy
8,658
+41
+0.5% +$10.3K 2.03% 10
2024
Q3
$2.01M Buy
8,617
+39
+0.5% +$9.09K 1.95% 11
2024
Q2
$1.81M Buy
+8,578
New +$1.81M 1.9% 13