Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
4,824
+906
+23% +$262K 0.91% 23
2025
Q1
$1.18M Buy
3,918
+292
+8% +$88.2K 0.9% 21
2024
Q4
$1M Buy
+3,626
New +$1M 0.77% 23