Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$881K Buy
36,348
+11,186
+44% +$271K 0.71% 39
2025
Q1
$638K Buy
25,162
+8,851
+54% +$224K 0.63% 44
2024
Q4
$247K Buy
+16,311
New +$247K 0.27% 114