Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.71M Buy
22,948
+4,038
+21% +$828K 2.23% 15
2025
Q1
$4.2M Buy
18,910
+2,590
+16% +$575K 2.35% 13
2024
Q4
$4.09M Buy
+16,320
New +$4.09M 2.27% 13