Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.34M Buy
30,895
+3,915
+15% +$803K 5.98% 1
2025
Q1
$5.99M Buy
26,980
+2,203
+9% +$489K 6.56% 1
2024
Q4
$6.2M Buy
+24,777
New +$6.2M 6.65% 1