Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
3,765
+1,045
+38% +$823K 0.79% 46
2025
Q1
$1.67M Buy
2,720
+1,615
+146% +$992K 0.5% 72
2024
Q4
$694K Buy
+1,105
New +$694K 0.29% 82