Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
142,563
+62,563
+78% +$673K 2.58% 6
2025
Q1
$884K Hold
80,000
1.25% 8
2024
Q4
$1.01M Buy
+80,000
New +$1.01M 2.81% 5