Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.54M Buy
17,276
+1,373
+9% +$282K 2.46% 11
2025
Q1
$3.38M Buy
15,903
+3,882
+32% +$825K 2.93% 7
2024
Q4
$2.84M Buy
+12,021
New +$2.84M 2.44% 11