Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$825K Buy
11,723
+1,706
+17% +$120K 0.27% 67
2025
Q1
$734K Buy
10,017
+3,346
+50% +$245K 0.28% 61
2024
Q4
$418K Buy
+6,671
New +$418K 0.16% 84