Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.46M Buy
9,745
+766
+9% +$272K 0.92% 41
2025
Q1
$3.15M Buy
8,979
+5,320
+145% +$1.86M 0.94% 30
2024
Q4
$1.16M Buy
+3,659
New +$1.16M 0.48% 54