Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.25M Buy
20,381
+586
+3% +$122K 0.16% 82
2025
Q1
$4.3M Buy
+19,795
New +$4.3M 0.18% 66
2024
Q4
Hold
0
1163
2024
Q3
Hold
0
1134
2024
Q2
Hold
0
1119
2024
Q1
Hold
0
952