Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.77M Buy
18,052
+1,406
+8% +$294K 2.72% 16
2025
Q1
$3.7M Buy
16,646
+1,412
+9% +$314K 2.89% 6
2024
Q4
$3.81M Buy
+15,234
New +$3.81M 2.72% 11