Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.28M Buy
20,771
+8,981
+76% +$1.42M 1.46% 17
2025
Q1
$1.28M Buy
11,790
+925
+9% +$100K 0.72% 33
2024
Q4
$1.46M Buy
+10,865
New +$1.46M 0.81% 29