Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.5M Buy
143,085
+99,279
+227% +$2.43M 0.11% 197
2025
Q1
$1.21M Buy
43,806
+4,434
+11% +$123K 0.09% 188
2024
Q4
$1.28M Buy
+39,372
New +$1.28M 0.08% 208