Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Buy
2,315
+422
+22% +$332K 1.18% 17
2025
Q1
$1.16M Buy
1,893
+122
+7% +$74.9K 0.88% 23
2024
Q4
$1.11M Buy
+1,771
New +$1.11M 0.85% 20