Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12M Buy
2,641
+202
+8% +$162K 0.69% 35
2025
Q1
$1.62M Buy
2,439
+883
+57% +$585K 0.61% 37
2024
Q4
$1.08M Buy
+1,556
New +$1.08M 0.39% 53