Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
5,829
+878
+18% +$163K 0.87% 27
2025
Q1
$1.04M Buy
4,951
+1,995
+67% +$418K 1.04% 17
2024
Q4
$525K Buy
+2,956
New +$525K 0.51% 49