Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$823K Buy
8,826
+488
+6% +$45.5K 0.17% 73
2025
Q1
$608K Buy
8,338
+2,262
+37% +$165K 0.13% 82
2024
Q4
$367K Buy
+6,076
New +$367K 0.08% 103