Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
5,300
+1,160
+28% +$229K 0.16% 89
2025
Q1
$849K Buy
4,140
+900
+28% +$185K 0.16% 95
2024
Q4
$744K Buy
+3,240
New +$744K 0.13% 96