Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.48M Buy
31,598
+301
+1% +$61.8K 4.28% 9
2025
Q1
$6.95M Buy
31,297
+719
+2% +$160K 5.05% 2
2024
Q4
$7.66M Buy
+30,578
New +$7.66M 5.54% 1