Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996K Buy
12,582
+261
+2% +$20.7K 0.92% 39
2025
Q1
$1.11M Buy
12,321
+1,364
+12% +$122K 1.12% 30
2024
Q4
$1.09M Buy
+10,957
New +$1.09M 1.13% 31