Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
5,073
+284
+6% +$62.3K 0.6% 23
2025
Q1
$911K Buy
4,789
+928
+24% +$177K 0.58% 21
2024
Q4
$847K Buy
+3,861
New +$847K 0.6% 22