Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
4,561
+390
+9% +$115K 0.33% 82
2025
Q1
$1.04M Buy
4,171
+1,628
+64% +$405K 0.29% 90
2024
Q4
$560K Buy
2,543
+1,202
+90% +$265K 0.15% 138
2024
Q3
$297K Buy
+1,341
New +$297K 0.06% 225