Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$948K Buy
4,893
+2,603
+114% +$504K 0.71% 34
2025
Q1
$269K Buy
2,290
+595
+35% +$69.9K 0.25% 61
2024
Q4
$234K Buy
+1,695
New +$234K 0.22% 60