Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
1,488
+288
+24% +$285K 0.45% 40
2025
Q1
$1.13M Buy
1,200
+88
+8% +$83.2K 0.38% 40
2024
Q4
$1.02M Buy
1,112
+337
+43% +$309K 0.35% 43
2024
Q3
$687K Buy
+775
New +$687K 0.23% 60