Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
3,930
+580
+17% +$184K 0.99% 26
2025
Q1
$868K Buy
3,350
+1,123
+50% +$291K 0.79% 30
2024
Q4
$899K Buy
+2,227
New +$899K 0.82% 31