Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.38M Buy
10,692
+20
+0.2% +$4.44K 1.79% 14
2024
Q4
$2.53M Buy
+10,672
New +$2.53M 1.89% 14
2024
Q2
$2.28M Buy
+10,875
New +$2.28M 1.53% 16