Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
3,320
+89
+3% +$26.2K 0.17% 124
2025
Q1
$860K Buy
3,231
+1,935
+149% +$515K 0.16% 130
2024
Q4
$326K Buy
+1,296
New +$326K 0.07% 191