Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
15,126
+1,098
+8% +$76.1K 0.27% 82
2025
Q1
$865K Buy
14,028
+218
+2% +$13.4K 0.25% 96
2024
Q4
$817K Buy
+13,810
New +$817K 0.23% 105