Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
35,630
+3,620
+11% +$234K 2.46% 19
2025
Q1
$2.14M Buy
32,010
+4,100
+15% +$274K 2.41% 22
2024
Q4
$1.85M Buy
+27,910
New +$1.85M 1.94% 29