Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.25M Buy
51,122
+2,746
+6% +$121K 1.5% 24
2025
Q1
$2.51M Buy
48,376
+2,382
+5% +$124K 1.76% 23
2024
Q4
$2.61M Buy
+45,994
New +$2.61M 1.81% 23