Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Buy
1,762
+130
+8% +$116K 0.28% 58
2025
Q1
$1.11M Buy
1,632
+280
+21% +$190K 0.22% 66
2024
Q4
$852K Buy
+1,352
New +$852K 0.15% 75