Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.13M Buy
9,964
+5,467
+122% +$1.72M 0.32% 32
2025
Q1
$892K Buy
4,497
+2,672
+146% +$530K 0.11% 26
2024
Q4
$329K Buy
+1,825
New +$329K 0.03% 55