Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
56,747
+10,251
+22% +$213K 0.21% 57
2025
Q1
$823K Buy
46,496
+13,763
+42% +$243K 0.16% 71
2024
Q4
$508K Buy
+32,733
New +$508K 0.1% 102