Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.31M Buy
13,580
+1,950
+17% +$619K 1.46% 13
2025
Q1
$3.07M Buy
11,630
+2,203
+23% +$581K 1.21% 13
2024
Q4
$3.81M Buy
9,427
+3,831
+68% +$1.55M 1.4% 11
2024
Q3
$1.46M Buy
+5,596
New +$1.46M 0.49% 17