Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.91M Buy
120,293
+3,600
+3% +$147K 0.02% 480
2025
Q1
$5.27M Buy
116,693
+500
+0.4% +$22.6K 0.03% 472
2024
Q4
$5.04M Buy
+116,193
New +$5.04M 0.02% 485