Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
6,276
+1,137
+22% +$361K 0.94% 34
2025
Q1
$1.33M Buy
5,139
+665
+15% +$172K 0.75% 38
2024
Q4
$1.81M Buy
+4,474
New +$1.81M 1% 25