Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1M Buy
53,900
+1,000
+2% +$205K 4.82% 1
2025
Q1
$11.8M Hold
52,900
5.19% 1
2024
Q4
$13.2M Buy
+52,900
New +$13.2M 6% 1