Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
12,144
+122
+1% +$11K 0.31% 68
2025
Q1
$1.06M Buy
12,022
+1,529
+15% +$135K 0.32% 58
2024
Q4
$891K Buy
+10,493
New +$891K 0.27% 88