Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
3,176
+37
+1% +$11.8K 0.65% 15
2025
Q1
$814K Buy
3,139
+436
+16% +$113K 0.53% 20
2024
Q4
$1.09M Buy
+2,703
New +$1.09M 0.74% 19