Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
7,087
+2
+0% +$437 1.04% 20
2025
Q1
$991K Buy
7,085
+1
+0% +$140 0.75% 22
2024
Q4
$1.18M Buy
+7,084
New +$1.18M 0.88% 21