Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Buy
8,586
+2,252
+36% +$715K 2.03% 12
2025
Q1
$1.64M Buy
6,334
+1,551
+32% +$402K 1.54% 15
2024
Q4
$1.93M Buy
+4,783
New +$1.93M 1.79% 13