Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.63M Buy
7,342
+1,034
+16% +$230K 0.74% 34
2024
Q4
$1.44M Buy
+6,308
New +$1.44M 0.67% 37
2024
Q2
$1.41M Buy
+6,873
New +$1.41M 0.57% 39