Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.2M Buy
90,125
+5,628
+7% +$889K 6.52% 1
2025
Q1
$9.16M Buy
84,497
+5,775
+7% +$626K 5.56% 1
2024
Q4
$10.6M Buy
78,722
+1,573
+2% +$211K 6.43% 1
2024
Q3
$9.37M Buy
+77,149
New +$9.37M 5.87% 1