Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.04M Buy
64,737
+1,521
+2% +$142K 1.5% 18
2025
Q1
$4.61M Buy
63,216
+13,764
+28% +$1M 1.27% 20
2024
Q4
$2.98M Buy
+49,452
New +$2.98M 0.79% 39