Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.51M Buy
15,978
+2,792
+21% +$613K 1.66% 10
2025
Q1
$2.51M Buy
13,186
+1,439
+12% +$274K 1.63% 15
2024
Q4
$2.58M Buy
+11,747
New +$2.58M 1.51% 15