Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.9M Buy
80,419
+2,680
+3% +$597K 0.36% 59
2025
Q1
$16M Buy
77,739
+1,305
+2% +$268K 0.37% 60
2024
Q4
$14M Buy
+76,434
New +$14M 0.3% 62