Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$591K Buy
8,513
+998
+13% +$69.2K 0.21% 94
2025
Q1
$464K Buy
7,515
+3,925
+109% +$242K 0.19% 97
2024
Q4
$213K Buy
+3,590
New +$213K 0.11% 109