Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
10,603
+576
+6% +$83.8K 0.71% 39
2025
Q1
$1.75M Buy
10,027
+5,229
+109% +$915K 1.07% 29
2024
Q4
$1.01M Buy
4,798
+804
+20% +$169K 0.61% 47
2024
Q3
$1.15M Buy
+3,994
New +$1.15M 0.72% 42