Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.6M Buy
5,719
+39
+0.7% +$10.9K 0.04% 60
2025
Q1
$1.77M Buy
5,680
+3,469
+157% +$1.08M 0.09% 38
2024
Q4
$576K Buy
+2,211
New +$576K 0.03% 85