Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Buy
3,080
+390
+14% +$183K 0.57% 40
2025
Q1
$1.25M Buy
2,690
+496
+23% +$231K 0.53% 47
2024
Q4
$919K Buy
+2,194
New +$919K 0.38% 76