Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
63,333
+4,801
+8% +$765K 0.49% 34
2025
Q1
$8.99M Buy
58,532
+2,842
+5% +$437K 0.5% 36
2024
Q4
$8.56M Buy
55,690
+3,843
+7% +$590K 0.48% 36
2024
Q3
$8.82M Buy
51,847
+2,673
+5% +$455K 0.51% 33
2024
Q2
$9.79M Buy
+49,174
New +$9.79M 0.61% 28