Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.45M Buy
11,148
+1,028
+10% +$226K 1.59% 13
2025
Q1
$1.93M Buy
10,120
+342
+3% +$65.1K 1.46% 11
2024
Q4
$2.15M Buy
+9,778
New +$2.15M 1.64% 11