Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.9M Buy
16,065
+198
+1% +$159K 1% 32
2025
Q1
$10.5M Buy
15,867
+5,610
+55% +$3.72M 0.89% 40
2024
Q4
$7.11M Buy
+10,257
New +$7.11M 0.59% 48