Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.8M Buy
137,572
+24,712
+22% +$2.47M 6.07% 7
2025
Q1
$11.9M Buy
112,860
+16,560
+17% +$1.74M 5.72% 7
2024
Q4
$7.59M Buy
+96,300
New +$7.59M 3.55% 14