Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.04M Buy
4,744
+190
+4% +$41.7K 0.78% 35
2025
Q1
$866K Buy
4,554
+142
+3% +$27K 0.73% 37
2024
Q4
$968K Buy
+4,412
New +$968K 0.86% 35