Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4M Hold
56,500
0.64% 37
2025
Q1
$10.7M Buy
56,500
+20,000
+55% +$3.81M 0.61% 38
2024
Q4
$8.01M Buy
36,500
+1,750
+5% +$384K 0.35% 56
2024
Q3
$6.47M Buy
+34,750
New +$6.47M 0.32% 59