Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.63M Buy
9,395
+300
+3% +$116K 0.57% 36
2025
Q1
$3.49M Buy
9,095
+10
+0.1% +$3.84K 0.67% 35
2024
Q4
$4.04M Buy
+9,085
New +$4.04M 0.71% 30