Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
3,230
+803
+33% +$278K 0.59% 40
2025
Q1
$851K Buy
2,427
+2,008
+479% +$704K 0.35% 65
2024
Q4
$143K Buy
+419
New +$143K 0.07% 250