Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
1,548
+207
+15% +$205K 0.48% 40
2025
Q1
$1.27M Buy
1,341
+100
+8% +$94.6K 0.44% 43
2024
Q4
$1.14M Buy
+1,241
New +$1.14M 0.41% 47