Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
3,691
+45
+1% +$14.3K 0.9% 20
2025
Q1
$945K Hold
3,646
0.84% 25
2024
Q4
$1.47M Buy
+3,646
New +$1.47M 1.21% 17