Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.94M Buy
24,057
+771
+3% +$158K 3.34% 9
2025
Q1
$5.17M Buy
23,286
+1,730
+8% +$384K 3.74% 9
2024
Q4
$5.4M Buy
+21,556
New +$5.4M 4.09% 8