Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
7,683
+1,589
+26% +$251K 0.94% 17
2025
Q1
$660K Buy
6,094
+186
+3% +$20.2K 0.59% 32
2024
Q4
$793K Buy
5,908
+133
+2% +$17.9K 0.72% 24
2024
Q3
$701K Buy
+5,775
New +$701K 0.65% 36