Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.2M Buy
5,478
+293
+6% +$225K 0.13% 188
2025
Q1
$2.85M Buy
5,185
+2,891
+126% +$1.59M 0.1% 227
2024
Q4
$1.03M Buy
+2,294
New +$1.03M 0.03% 440