Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.1M Buy
69,110
+12,655
+22% +$2.22M 4.29% 7
2025
Q1
$10.2M Buy
+56,455
New +$10.2M 4.35% 8