Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$27.7M Buy
173,658
+65,967
+61% +$10.5M 9.48% 4
2024
Q4
$14.3M Buy
+107,691
New +$14.3M 9.76% 3