Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Buy
8,396
+1,877
+29% +$425K 0.81% 36
2025
Q1
$1.08M Buy
6,519
+874
+15% +$145K 0.56% 61
2024
Q4
$1.11M Buy
+5,645
New +$1.11M 0.62% 51