Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.74M Buy
8,641
+207
+2% +$65.8K 2.31% 19
2025
Q1
$2.19M Buy
8,434
+689
+9% +$179K 2.09% 19
2024
Q4
$3.13M Buy
+7,745
New +$3.13M 2.87% 11