Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
54,332
+10,367
+24% +$192K 0.45% 50
2025
Q1
$802K Buy
43,965
+7,678
+21% +$140K 0.45% 56
2024
Q4
$795K Buy
+36,287
New +$795K 0.44% 54