Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Hold
4,978
1.07% 14
2025
Q1
$1.74M Hold
4,978
1.12% 15
2024
Q4
$1.57M Hold
4,978
0.91% 17
2024
Q3
$1.37M Buy
4,978
+206
+4% +$56.6K 0.88% 16
2024
Q2
$1.25M Buy
+4,772
New +$1.25M 0.75% 19