Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.17M Buy
37,257
+1,319
+4% +$289K 2.47% 15
2025
Q1
$6.84M Buy
35,938
+1,375
+4% +$262K 2.27% 14
2024
Q4
$7.58M Buy
+34,563
New +$7.58M 2.6% 14