Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.6M Buy
2,686
+1,857
+224% +$2.49M 0.09% 27
2025
Q1
$773K Sell
829
-82
-9% -$76.5K 0.04% 67
2024
Q4
$812K Buy
+911
New +$812K 0.04% 64