Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.13M Buy
68,018
+1,292
+2% +$135K 1.03% 16
2025
Q1
$6.66M Buy
66,726
+13,076
+24% +$1.31M 1.26% 5
2024
Q4
$5.87M Buy
53,650
+39,688
+284% +$4.34M 1.61% 1
2024
Q3
$1.61M Buy
+13,962
New +$1.61M 0.43% 74