Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$958K Buy
13,968
+299
+2% +$20.5K 0.13% 151
2025
Q1
$884K Buy
13,669
+8,330
+156% +$538K 0.14% 151
2024
Q4
$565K Buy
+5,339
New +$565K 0.09% 204