Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Hold
5,345
2.24% 17
2025
Q1
$1.45M Buy
5,345
+1,311
+32% +$356K 1.78% 21
2024
Q4
$1.34M Buy
+4,034
New +$1.34M 1.34% 26