Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10M Buy
28,262
+2,001
+8% +$710K 6.71% 5
2025
Q1
$9.2M Hold
26,261
6.96% 5
2024
Q4
$8.3M Buy
+26,261
New +$8.3M 6.19% 6