Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
7,942
+296
+4% +$67K 0.84% 30
2025
Q1
$1.27M Buy
7,646
+2,574
+51% +$427K 0.67% 44
2024
Q4
$1M Buy
+5,072
New +$1M 0.51% 53