Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Buy
15,231
+1,358
+10% +$215K 2.03% 11
2025
Q1
$1.5M Buy
13,873
+1,626
+13% +$176K 1.4% 16
2024
Q4
$1.64M Buy
+12,247
New +$1.64M 1.53% 12