Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Buy
7,806
+479
+7% +$107K 0.8% 28
2025
Q1
$1.51M Buy
7,327
+2,259
+45% +$464K 0.75% 31
2024
Q4
$926K Buy
+5,068
New +$926K 0.47% 53