Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.2M Buy
146,998
+32,544
+28% +$2.47M 0.16% 119
2025
Q1
$7.51M Buy
114,454
+39,523
+53% +$2.59M 0.12% 149
2024
Q4
$5.29M Buy
74,931
+37,811
+102% +$2.67M 0.07% 195
2024
Q3
$2.3M Buy
+37,120
New +$2.3M 0.03% 240