Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.61M Buy
78,375
+6,307
+9% +$773K 2.73% 13
2025
Q1
$6.57M Buy
72,068
+37,263
+107% +$3.4M 2.01% 19
2024
Q4
$4.01M Buy
+34,805
New +$4.01M 1.16% 34