Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5M Buy
13,664
+590
+5% +$453K 4.98% 12
2025
Q1
$7.19M Hold
13,074
3.41% 16
2024
Q4
$5.85M Buy
+13,074
New +$5.85M 2.55% 19