Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.53M Buy
49,662
+13,460
+37% +$956K 3.78% 10
2025
Q1
$2.3M Buy
36,202
+2,000
+6% +$127K 2.51% 21
2024
Q4
$2.59M Buy
+34,202
New +$2.59M 2.77% 18