Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.32M Hold
34,000
0.48% 82
2025
Q1
$2.02M Buy
34,000
+3,000
+10% +$179K 0.48% 84
2024
Q4
$1.87M Buy
31,000
+3,000
+11% +$181K 0.48% 84
2024
Q3
$2.02M Buy
28,000
+9,075
+48% +$653K 0.56% 74
2024
Q2
$1.33M Buy
18,925
+8,925
+89% +$628K 0.44% 78
2024
Q1
$797K Buy
+10,000
New +$797K 0.44% 80