Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
7,973
+74
+0.9% +$12K 0.57% 40
2025
Q1
$844K Buy
7,899
+706
+10% +$75.4K 0.48% 51
2024
Q4
$887K Buy
+7,193
New +$887K 0.5% 50