Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
52,440
+9,560
+22% +$394K 2.31% 23
2025
Q1
$1.79M Hold
42,880
2.01% 29
2024
Q4
$2.51M Buy
+42,880
New +$2.51M 2.63% 14