Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.82M Buy
20,100
+2,900
+17% +$696K 0.75% 28
2025
Q1
$4.02M Hold
17,200
0.77% 32
2024
Q4
$4.44M Buy
+17,200
New +$4.44M 0.78% 26