Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.9M Buy
60,334
+8,114
+16% +$390K 0.01% 143
2025
Q1
$2.53M Buy
+52,220
New +$2.53M 0.01% 171
2024
Q4
Hold
0
857