Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
1,943
+188
+11% +$151K 1.24% 42
2025
Q1
$1.16M Buy
1,755
+1,047
+148% +$694K 1.08% 43
2024
Q4
$491K Buy
+708
New +$491K 0.43% 59