Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
5,733
+35
+0.6% +$10.3K 1.36% 18
2025
Q1
$1.42M Buy
5,698
+994
+21% +$247K 1.4% 20
2024
Q4
$1.03M Buy
+4,704
New +$1.03M 1.14% 21