Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
2,188
+15
+0.7% +$13.4K 1.82% 20
2025
Q1
$1.48M Buy
2,173
+348
+19% +$237K 1.5% 23
2024
Q4
$1.15M Buy
+1,825
New +$1.15M 1.19% 28