Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
6,825
+95
+1% +$14.6K 1.04% 23
2025
Q1
$741K Buy
6,730
+66
+1% +$7.27K 0.8% 21
2024
Q4
$895K Buy
+6,664
New +$895K 1.55% 12