Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Buy
3,806
+2,018
+113% +$1.55M 0.3% 36
2025
Q1
$983K Buy
1,788
+1,049
+142% +$577K 0.12% 25
2024
Q4
$331K Buy
+739
New +$331K 0.03% 51