Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.75M Buy
50,861
+28,610
+129% +$2.67M 0.51% 42
2025
Q1
$1.62M Buy
22,251
+7,417
+50% +$540K 0.2% 49
2024
Q4
$895K Buy
14,834
+9,803
+195% +$591K 0.11% 56
2024
Q3
$378K Buy
+5,031
New +$378K 0.04% 79