Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
5,851
+1,731
+42% +$392K 1.19% 18
2025
Q1
$684K Buy
4,120
+2,765
+204% +$459K 0.78% 30
2024
Q4
$268K Buy
+1,355
New +$268K 0.34% 94