Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
2,883
+9
+0.3% +$3.2K 0.71% 27
2025
Q1
$993K Buy
2,874
+7
+0.2% +$2.42K 0.86% 26
2024
Q4
$980K Buy
+2,867
New +$980K 0.84% 29