Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$794K Buy
8,117
+619
+8% +$60.5K 0.29% 77
2025
Q1
$658K Buy
7,498
+3,755
+100% +$330K 0.27% 83
2024
Q4
$338K Buy
+3,743
New +$338K 0.17% 79