Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
16,354
+3,000
+22% +$213K 0.9% 36
2025
Q1
$848K Buy
13,354
+550
+4% +$34.9K 0.77% 35
2024
Q4
$969K Buy
+12,804
New +$969K 0.89% 34