Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
4,902
+732
+18% +$260K 1.13% 18
2025
Q1
$1.46M Buy
4,170
+179
+4% +$62.7K 1.11% 16
2024
Q4
$1.26M Buy
+3,991
New +$1.26M 0.97% 17