Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.73M Buy
61,589
+6,384
+12% +$1.01M 3.65% 4
2025
Q1
$5.98M Buy
55,205
+23,260
+73% +$2.52M 2.65% 6
2024
Q4
$4.29M Buy
31,945
+1,492
+5% +$200K 2.61% 11
2024
Q3
$3.7M Buy
+30,453
New +$3.7M 2.04% 11