Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.21M Buy
40,570
+5,700
+16% +$451K 0.5% 38
2025
Q1
$3.13M Buy
34,870
+4,000
+13% +$359K 0.6% 38
2024
Q4
$3.07M Buy
+30,870
New +$3.07M 0.54% 38