Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.08M Buy
9,233
+2,433
+36% +$1.87M 3.49% 13
2025
Q1
$3.74M Buy
+6,800
New +$3.74M 3.68% 12