Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
14,777
+166
+1% +$11.5K 0.66% 28
2025
Q1
$902K Hold
14,611
0.61% 31
2024
Q4
$865K Buy
+14,611
New +$865K 0.58% 33