Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
11,254
+894
+9% +$295K 2.26% 12
2025
Q1
$2.68M Buy
10,360
+2,920
+39% +$757K 2.02% 13
2024
Q4
$3M Buy
+7,440
New +$3M 2.01% 15