Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5M Hold
34,342
2.62% 8
2025
Q1
$6.01M Buy
34,342
+10,242
+42% +$1.79M 4.79% 7
2024
Q4
$5.05M Buy
+24,100
New +$5.05M 5.26% 6