Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
14,013
+218
+2% +$16.6K 1.1% 37
2025
Q1
$855K Buy
13,795
+445
+3% +$27.6K 0.75% 47
2024
Q4
$943K Buy
+13,350
New +$943K 0.85% 39