Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.09M Buy
72,996
+20,341
+39% +$1.14M 0.06% 226
2025
Q1
$1.14M Buy
52,655
+6,248
+13% +$135K 0.02% 378
2024
Q4
$985K Buy
+46,407
New +$985K 0.02% 398