Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.2M Buy
326,131
+87,334
+37% +$4.59M 0.13% 105
2025
Q1
$10.9M Buy
238,797
+27,774
+13% +$1.27M 0.13% 90
2024
Q4
$10M Buy
+211,023
New +$10M 0.3% 75