Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.05M Buy
13,887
+2,399
+21% +$526K 1% 21
2025
Q1
$2.19M Buy
11,488
+198
+2% +$37.7K 0.82% 22
2024
Q4
$2.48M Buy
+11,290
New +$2.48M 0.96% 21