Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.1M Buy
34,595
+516
+2% +$106K 4.28% 6
2025
Q1
$7.57M Buy
34,079
+1,098
+3% +$244K 5.6% 5
2024
Q4
$8.26M Buy
+32,981
New +$8.26M 5.7% 6
2024
Q2
$6.41M Buy
30,420
+508
+2% +$107K 4.97% 6
2024
Q1
$5.13M Buy
29,912
+5,875
+24% +$1.01M 4.33% 6
2023
Q4
$4.63M Buy
+24,037
New +$4.63M 4.62% 6