Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Hold
3,554
0.51% 28
2025
Q1
$884K Buy
3,554
+1,100
+45% +$274K 0.45% 30
2024
Q4
$539K Buy
+2,454
New +$539K 0.28% 34