Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Hold
21,221
0.73% 42
2025
Q1
$1.52M Buy
21,221
+1,564
+8% +$112K 0.8% 38
2024
Q4
$1.34M Buy
+19,657
New +$1.34M 0.52% 62