Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.35M Buy
3,441
+674
+24% +$656K 0.27% 82
2025
Q1
$2.69M Buy
2,767
+1,806
+188% +$1.75M 0.25% 85
2024
Q4
$881K Buy
+961
New +$881K 0.11% 136