Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
6,056
+1,041
+21% +$226K 1.57% 20
2025
Q1
$953K Buy
5,015
+1,710
+52% +$325K 1.15% 24
2024
Q4
$725K Buy
+3,305
New +$725K 1.02% 31