Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
18,834
+24
+0.1% +$1.78K 0.16% 98
2025
Q1
$774K Buy
18,810
+5,542
+42% +$228K 0.1% 147
2024
Q4
$682K Buy
+13,268
New +$682K 0.09% 162