Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
15,180
+5,178
+52% +$635K 0.6% 33
2025
Q1
$912K Buy
10,002
+8,037
+409% +$733K 0.34% 55
2024
Q4
$226K Buy
+1,965
New +$226K 0.07% 165