Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
4,767
+1,459
+44% +$330K 0.89% 26
2025
Q1
$549K Buy
3,308
+861
+35% +$143K 0.53% 62
2024
Q4
$483K Buy
+2,447
New +$483K 0.45% 80