Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
4,270
+1,455
+52% +$429K 0.57% 47
2025
Q1
$700K Buy
2,815
+64
+2% +$15.9K 0.31% 63
2024
Q4
$605K Buy
+2,751
New +$605K 0.27% 67