Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
999
+148
+17% +$198K 0.59% 37
2025
Q1
$794K Buy
851
+29
+4% +$27K 0.45% 57
2024
Q4
$733K Buy
+822
New +$733K 0.41% 59