Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$831K Buy
3,669
+419
+13% +$94.9K 0.66% 43
2025
Q1
$540K Buy
3,250
+243
+8% +$40.3K 0.54% 52
2024
Q4
$594K Buy
+3,007
New +$594K 0.58% 39