Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
59,802
+3,495
+6% +$64.8K 0.17% 94
2025
Q1
$1.03M Buy
56,307
+1,656
+3% +$30.2K 0.18% 89
2024
Q4
$1.2M Buy
+54,651
New +$1.2M 0.2% 71