Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
3,769
+535
+17% +$207K 0.95% 22
2025
Q1
$1.24M Buy
3,234
+171
+6% +$65.6K 0.94% 20
2024
Q4
$1.36M Buy
+3,063
New +$1.36M 1.04% 16