Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.1M Buy
471,300
+6,900
+1% +$60K 0.02% 509
2025
Q1
$4.04M Hold
464,400
0.02% 514
2024
Q4
$5M Buy
+464,400
New +$5M 0.02% 487