Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
5,602
+1,040
+23% +$250K 0.87% 26
2025
Q1
$1.03M Buy
4,562
+326
+8% +$73.9K 0.78% 26
2024
Q4
$871K Buy
+4,236
New +$871K 0.67% 27