Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$774K Buy
5,538
+115
+2% +$16.1K 0.58% 39
2024
Q4
$934K Buy
+5,423
New +$934K 0.7% 38
2024
Q2
$1.3M Buy
+5,525
New +$1.3M 0.87% 30