Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
16,745
+297
+2% +$31.3K 0.93% 44
2025
Q1
$1.78M Buy
16,448
+6,856
+71% +$741K 1.1% 39
2024
Q4
$992K Buy
+9,592
New +$992K 0.6% 54