Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.4M Buy
51,958
+7,325
+16% +$2.6M 0.52% 42
2025
Q1
$15.6M Sell
44,633
-318
-0.7% -$111K 0.49% 50
2024
Q4
$14.2M Buy
+44,951
New +$14.2M 0.46% 56