Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.53M Buy
33,241
+1,186
+4% +$269K 1.45% 12
2025
Q1
$5.32M Buy
32,055
+1,547
+5% +$257K 1.25% 15
2024
Q4
$6.03M Buy
+30,508
New +$6.03M 1.3% 13