Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.06M Buy
6,122
+158
+3% +$156K 3.21% 7
2025
Q1
$5.83M Buy
5,964
+126
+2% +$123K 3.59% 4
2024
Q4
$5.35M Buy
+5,838
New +$5.35M 3.25% 6