Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.34M Buy
67,960
+9,900
+17% +$924K 1.72% 12
2025
Q1
$4.23M Hold
58,060
1.62% 14
2024
Q4
$3.5M Buy
+58,060
New +$3.5M 1.46% 15