Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$896K Hold
9,080
0.82% 38
2025
Q1
$948K Hold
9,080
0.95% 36
2024
Q4
$1.23M Buy
+9,080
New +$1.23M 1.22% 23