Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.6M Buy
86,812
+640
+0.7% +$248K 0.68% 30
2025
Q1
$33M Buy
86,172
+2,744
+3% +$1.05M 0.78% 27
2024
Q4
$37.1M Buy
+83,428
New +$37.1M 0.8% 24