Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
17,975
+4,600
+34% +$258K 0.14% 107
2025
Q1
$289K Buy
13,375
+535
+4% +$11.6K 0.04% 285
2024
Q4
$273K Buy
12,840
+1,615
+14% +$34.3K 0.04% 288
2024
Q3
$90.8K Buy
+11,225
New +$90.8K 0.01% 378