Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Buy
14,735
+2,082
+16% +$457K 2.23% 11
2025
Q1
$2.41M Buy
12,653
+414
+3% +$78.8K 1.75% 13
2024
Q4
$2.69M Buy
+12,239
New +$2.69M 1.88% 12