Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.73M Buy
23,063
+2,751
+14% +$564K 1.56% 16
2025
Q1
$4.51M Buy
20,312
+3,179
+19% +$706K 1.7% 13
2024
Q4
$4.29M Buy
+17,133
New +$4.29M 1.66% 13