Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
93,497
+6,918
+8% +$145K 0.74% 39
2025
Q1
$2.08M Buy
86,579
+4,522
+6% +$108K 0.87% 35
2024
Q4
$1.75M Buy
82,057
+6,085
+8% +$130K 0.74% 38
2024
Q3
$1.76M Buy
+75,972
New +$1.76M 0.75% 37