Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5M Buy
37,318
+14,818
+66% +$4.96M 6.05% 1
2025
Q1
$4.47M Hold
22,500
5.58% 10
2024
Q4
$4.94M Buy
+22,500
New +$4.94M 4.52% 3