Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.1M Buy
9,587
+4,515
+89% +$987K 1.13% 27
2025
Q1
$709K Buy
5,072
+767
+18% +$107K 0.45% 64
2024
Q4
$717K Buy
+4,305
New +$717K 0.49% 65