Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
9,301
+3,092
+50% +$379K 0.87% 29
2025
Q1
$566K Buy
6,209
+326
+6% +$29.7K 0.5% 58
2024
Q4
$678K Buy
5,883
+728
+14% +$83.9K 0.57% 55
2024
Q3
$611K Buy
+5,155
New +$611K 0.49% 59