Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
7,724
+202
+3% +$31.9K 1.46% 11
2025
Q1
$815K Buy
7,522
+820
+12% +$88.9K 1.1% 20
2024
Q4
$900K Buy
+6,702
New +$900K 1.18% 21