Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
15,562
+927
+6% +$190K 2.55% 7
2025
Q1
$3.25M Buy
14,635
+448
+3% +$99.5K 3.25% 4
2024
Q4
$3.55M Buy
+14,187
New +$3.55M 3.48% 4