Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.83M Buy
26,552
+832
+3% +$183K 2.26% 7
2025
Q1
$4.89M Buy
25,720
+325
+1% +$61.8K 2.15% 7
2024
Q4
$5.57M Buy
+25,395
New +$5.57M 1.54% 10