Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
8,005
+119
+2% +$17.1K 0.02% 501
2025
Q1
$998K Buy
7,886
+1,024
+15% +$130K 0.02% 487
2024
Q4
$713K Buy
+6,862
New +$713K 0.01% 554