Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.04M Buy
39,208
+777
+2% +$159K 5.99% 4
2025
Q1
$8.54M Buy
38,431
+2,244
+6% +$498K 8.03% 4
2024
Q4
$9.06M Buy
+36,187
New +$9.06M 8.4% 3