Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.8M Buy
3,122
+221
+8% +$127K 0.48% 75
2025
Q1
$1.64M Buy
2,901
+1,710
+144% +$967K 0.49% 73
2024
Q4
$715K Buy
+1,191
New +$715K 0.3% 77