Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.92M Buy
5,977
+163
+3% +$161K 2.14% 12
2025
Q1
$5.5M Buy
5,814
+695
+14% +$657K 2.29% 9
2024
Q4
$4.69M Buy
+5,119
New +$4.69M 2.33% 11