Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
13,532
+1,188
+10% +$88.2K 0.81% 37
2025
Q1
$991K Buy
12,344
+712
+6% +$57.2K 0.94% 39
2024
Q4
$908K Buy
+11,632
New +$908K 0.93% 39