Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
20,704
+2,764
+15% +$195K 0.2% 38
2025
Q1
$1.31M Buy
17,940
+5,859
+48% +$429K 0.24% 27
2024
Q4
$757K Hold
12,081
0.14% 32
2024
Q3
$797K Buy
+12,081
New +$797K 0.16% 32