Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.4M Buy
77,692
+2,684
+4% +$567K 9.99% 1
2025
Q1
$16.7M Buy
75,008
+572
+0.8% +$127K 12.51% 1
2024
Q4
$18.6M Buy
+74,436
New +$18.6M 12.49% 1