Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Hold
13,101
1.15% 28
2025
Q1
$1.92M Buy
13,101
+4,411
+51% +$648K 1.13% 28
2024
Q4
$1.12M Buy
+8,690
New +$1.12M 0.76% 35