Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
3,858
+584
+18% +$186K 0.52% 58
2025
Q1
$848K Buy
3,274
+957
+41% +$248K 0.44% 75
2024
Q4
$936K Buy
+2,317
New +$936K 0.52% 64