Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
20,896
+1,820
+10% +$102K 0.08% 294
2025
Q1
$413K Buy
19,076
+9,518
+100% +$206K 0.03% 570
2024
Q4
$203K Buy
+9,558
New +$203K 0.01% 798