Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Buy
2,854
+774
+37% +$757K 2.82% 9
2025
Q1
$2.1M Buy
2,080
+129
+7% +$130K 2.37% 13
2024
Q4
$2.04M Buy
+1,951
New +$2.04M 2.24% 13