Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4M Buy
60,429
+252
+0.4% +$51.7K 5.69% 3
2025
Q1
$13.4M Buy
60,177
+2,900
+5% +$644K 6.63% 1
2024
Q4
$14.3M Buy
+57,277
New +$14.3M 7.21% 1