Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
3,233
+254
+9% +$119K 1.53% 27
2025
Q1
$1.36M Buy
2,979
+235
+9% +$107K 1.53% 24
2024
Q4
$1.25M Buy
+2,744
New +$1.25M 1.37% 27