Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Buy
1,495
+300
+25% +$402K 0.31% 63
2025
Q1
$1.11M Buy
1,195
+655
+121% +$611K 0.21% 88
2024
Q4
$481K Buy
+540
New +$481K 0.09% 119