Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.71M Buy
49,567
+9,945
+25% +$945K 0.2% 171
2025
Q1
$3.5M Buy
39,622
+10,249
+35% +$904K 0.16% 201
2024
Q4
$2.78M Buy
+29,373
New +$2.78M 0.12% 226