Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
3,166
+1,274
+67% +$405K 0.78% 26
2025
Q1
$490K Buy
1,892
+423
+29% +$110K 0.44% 39
2024
Q4
$593K Buy
+1,469
New +$593K 0.54% 37