Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.9M Buy
9,128
+1,174
+15% +$373K 0.08% 253
2025
Q1
$2.06M Buy
7,954
+39
+0.5% +$10.1K 0.07% 282
2024
Q4
$3.2M Buy
+7,915
New +$3.2M 0.1% 197