Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
27,553
+4,687
+20% +$230K 0.88% 25
2025
Q1
$1.29M Buy
22,866
+1,264
+6% +$71.5K 0.98% 18
2024
Q4
$1.24M Buy
+21,602
New +$1.24M 0.95% 18