Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.26M Buy
24,215
+3,075
+15% +$287K 0.4% 60
2025
Q1
$1.54M Buy
21,140
+10,355
+96% +$754K 0.3% 75
2024
Q4
$651K Buy
+10,785
New +$651K 0.12% 108