Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.01M Buy
70,551
+9,429
+15% +$670K 4.73% 5
2025
Q1
$3.88M Buy
61,122
+9,405
+18% +$597K 4.25% 5
2024
Q4
$3.91M Buy
+51,717
New +$3.91M 4.19% 4