Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
2,563
+901
+54% +$423K 0.35% 48
2025
Q1
$774K Buy
1,662
+750
+82% +$349K 0.25% 68
2024
Q4
$382K Buy
+912
New +$382K 0.13% 90