Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
11,322
+716
+7% +$94.6K 1.51% 28
2025
Q1
$1.41M Buy
10,606
+816
+8% +$108K 1.6% 23
2024
Q4
$1.26M Buy
+9,790
New +$1.26M 1.39% 26