Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.09M Buy
17,061
+10,206
+149% +$1.25M 0.93% 23
2025
Q1
$625K Buy
6,855
+855
+14% +$77.9K 0.8% 59
2024
Q4
$691K Buy
+6,000
New +$691K 1.98% 25