Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.6M Buy
98,696
+308
+0.3% +$48.7K 6.05% 1
2025
Q1
$10.7M Buy
98,388
+701
+0.7% +$76K 4.69% 2
2024
Q4
$13.1M Buy
+97,687
New +$13.1M 3.63% 3