Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.9M Buy
24,880
+1,705
+7% +$542K 1.36% 11
2025
Q1
$6.01M Buy
23,175
+947
+4% +$245K 1.16% 14
2024
Q4
$8.98M Buy
+22,228
New +$8.98M 1.88% 7