Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
21,150
+3,580
+20% +$184K 0.79% 52
2025
Q1
$940K Buy
17,570
+8,845
+101% +$473K 0.74% 54
2024
Q4
$418K Buy
+8,725
New +$418K 0.32% 68