Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
9,232
+1,422
+18% +$225K 1.01% 29
2025
Q1
$846K Buy
7,810
+2,741
+54% +$297K 0.65% 33
2024
Q4
$593K Buy
+5,069
New +$593K 0.55% 34