Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Buy
2,441
+347
+17% +$343K 1.14% 30
2025
Q1
$1.98M Buy
2,094
+388
+23% +$367K 1.11% 29
2024
Q4
$1.56M Buy
+1,706
New +$1.56M 0.87% 26