Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
4,960
+100
+2% +$20.5K 0.61% 30
2025
Q1
$1.08M Hold
4,860
0.78% 26
2024
Q4
$1.22M Buy
+4,860
New +$1.22M 0.79% 25