Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$937K Buy
3,401
+1,141
+50% +$315K 0.42% 56
2025
Q1
$378K Buy
2,260
+76
+3% +$12.7K 0.17% 78
2024
Q4
$506K Buy
+2,184
New +$506K 0.22% 74