Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
6,472
+1,466
+29% +$333K 0.2% 37
2025
Q1
$833K Buy
5,006
+1,417
+39% +$236K 0.15% 37
2024
Q4
$711K Hold
3,589
0.14% 36
2024
Q3
$626K Buy
+3,589
New +$626K 0.13% 38