Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Buy
28,457
+1,582
+6% +$118K 1.46% 21
2025
Q1
$1.76M Buy
26,875
+8,313
+45% +$543K 1.28% 25
2024
Q4
$1.58M Buy
+18,562
New +$1.58M 1.11% 29