Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.4M Buy
147,464
+30,529
+26% +$10.8M 9.51% 5
2025
Q1
$41M Sell
116,935
-34,862
-23% -$12.2M 10.06% 5
2024
Q4
$48M Buy
+151,797
New +$48M 16.84% 3