Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$893K Buy
3,942
+1,536
+64% +$348K 0.84% 29
2025
Q1
$399K Buy
2,406
+97
+4% +$16.1K 0.37% 81
2024
Q4
$456K Buy
+2,309
New +$456K 0.83% 27