Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
21,053
+5,000
+31% +$280K 0.52% 41
2025
Q1
$347K Buy
16,053
+6,253
+64% +$135K 0.17% 86
2024
Q4
$208K Buy
+9,800
New +$208K 0.11% 118