Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
8,596
+404
+5% +$75K 0.2% 88
2025
Q1
$1.72M Buy
8,192
+1,612
+24% +$338K 0.24% 80
2024
Q4
$1.17M Buy
+6,580
New +$1.17M 0.17% 101