Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
24,051
+678
+3% +$66.3K 1.24% 30
2025
Q1
$2.2M Buy
23,373
+2,652
+13% +$249K 1.35% 30
2024
Q4
$1.87M Buy
+20,721
New +$1.87M 1.14% 37