Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
17,203
+921
+6% +$95K 0.73% 73
2025
Q1
$1.51M Buy
16,282
+337
+2% +$31.2K 0.66% 89
2024
Q4
$1.49M Buy
+15,945
New +$1.49M 0.63% 95