Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
3,625
+21
+0.6% +$6.19K 0.33% 48
2025
Q1
$896K Buy
3,604
+23
+0.6% +$5.72K 0.31% 53
2024
Q4
$787K Buy
+3,581
New +$787K 0.28% 58