Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55M Buy
287,128
+53,713
+23% +$10.3M 0.15% 126
2025
Q1
$37.8M Buy
233,415
+93,037
+66% +$15.1M 0.11% 148
2024
Q4
$24.2M Buy
+140,378
New +$24.2M 0.06% 187