Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
4,145
+709
+21% +$252K 0.7% 40
2025
Q1
$1.2M Buy
3,436
+136
+4% +$47.7K 0.67% 39
2024
Q4
$1.04M Buy
+3,300
New +$1.04M 0.58% 38