Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.4M Buy
85,741
+23,722
+38% +$5.37M 0.73% 10
2025
Q1
$10.3M Sell
62,019
-47,201
-43% -$7.84M 0.42% 28
2024
Q4
$21.6M Buy
+109,220
New +$21.6M 0.79% 5