Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
10,774
+4,895
+83% +$457K 0.92% 35
2025
Q1
$428K Buy
5,879
+2,395
+69% +$175K 0.43% 51
2024
Q4
$210K Buy
+3,484
New +$210K 0.21% 76