Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Buy
9,085
+409
+5% +$80.8K 0.8% 37
2025
Q1
$1.78M Buy
8,676
+255
+3% +$52.3K 0.88% 39
2024
Q4
$2.07M Buy
8,421
+547
+7% +$134K 0.95% 40
2024
Q3
$2.19M Buy
+7,874
New +$2.19M 1.08% 33