Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.1M Hold
690
4.6% 12
2025
Q1
$5M Hold
690
4.73% 11
2024
Q4
$5.64M Hold
690
5.43% 7
2024
Q3
$6.77M Buy
+690
New +$6.77M 6.46% 3