Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
4,881
+2,920
+149% +$1.13M 1.3% 23
2025
Q1
$752K Buy
1,961
+1,043
+114% +$400K 0.55% 51
2024
Q4
$408K Buy
+918
New +$408K 0.29% 72