Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
11,684
+1,968
+20% +$268K 0.3% 46
2025
Q1
$820K Buy
9,716
+1,136
+13% +$95.9K 0.14% 80
2024
Q4
$649K Buy
8,580
+192
+2% +$14.5K 0.14% 90
2024
Q3
$312K Buy
+8,388
New +$312K 0.07% 163