Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
11,641
+2,432
+26% +$384K 1.47% 10
2025
Q1
$998K Buy
9,209
+1,811
+24% +$196K 1% 19
2024
Q4
$993K Buy
+7,398
New +$993K 0.97% 18