Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Hold
4,945
1.13% 26
2025
Q1
$941K Buy
4,945
+202
+4% +$38.4K 1.1% 27
2024
Q4
$1.04M Buy
+4,743
New +$1.04M 1.09% 25