Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
7,660
+1,157
+18% +$183K 0.97% 28
2025
Q1
$705K Buy
6,503
+245
+4% +$26.6K 0.7% 38
2024
Q4
$840K Buy
+6,258
New +$840K 0.93% 30