Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1M Buy
54,107
+1,209
+2% +$248K 4.02% 3
2025
Q1
$11.8M Buy
52,898
+10,755
+26% +$2.39M 4.89% 2
2024
Q4
$10.6M Buy
+42,143
New +$10.6M 5.24% 3