Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.57M Buy
309,528
+17,277
+6% +$479K 2.67% 8
2025
Q1
$7.48M Buy
292,251
+5,591
+2% +$143K 2.59% 8
2024
Q4
$6.56M Buy
+286,660
New +$6.56M 2.34% 8