Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.8M Buy
50,013
+3,581
+8% +$201K 0.08% 146
2025
Q1
$1M Buy
46,432
+13,108
+39% +$284K 0.03% 249
2024
Q4
$707K Buy
+33,324
New +$707K 0.02% 296