Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.4M Buy
34,205
+16,704
+95% +$2.64M 1.99% 8
2025
Q1
$1.94M Buy
17,501
+5,949
+51% +$660K 0.82% 20
2024
Q4
$1.55M Buy
+11,552
New +$1.55M 0.96% 16