Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.98M Buy
5,034
+30
+0.6% +$29.7K 2.29% 8
2025
Q1
$4.73M Buy
5,004
+641
+15% +$606K 2.35% 7
2024
Q4
$4M Buy
+4,363
New +$4M 2.01% 9