Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
41,248
+4,210
+11% +$122K 0.44% 40
2025
Q1
$993K Buy
37,038
+8,746
+31% +$234K 0.42% 45
2024
Q4
$644K Buy
+28,292
New +$644K 0.4% 60