Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.69M Buy
108,662
+1,107
+1% +$88.5K 6.54% 2
2025
Q1
$9.74M Buy
107,555
+15,223
+16% +$1.38M 7.1% 1
2024
Q4
$9.25M Buy
+92,332
New +$9.25M 6.77% 2