Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.86M Buy
17,602
+1,451
+9% +$318K 2.88% 8
2025
Q1
$3.07M Buy
16,151
+536
+3% +$102K 2.89% 9
2024
Q4
$3.43M Buy
+15,615
New +$3.43M 3.18% 8