Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
6,664
+960
+17% +$217K 0.5% 39
2025
Q1
$947K Buy
5,704
+35
+0.6% +$5.81K 0.36% 49
2024
Q4
$1.12M Buy
+5,669
New +$1.12M 0.43% 42