Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.8M Buy
27,320
+300
+1% +$108K 5.34% 5
2025
Q1
$9.47M Buy
27,020
+5,140
+23% +$1.8M 5.61% 1
2024
Q4
$6.91M Sell
21,880
-5
-0% -$1.58K 4.83% 4
2024
Q3
$6.02M Buy
+21,885
New +$6.02M 4.22% 8