Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287M Buy
13,319,457
+8,943,089
+204% +$193M 34.09% 2
2025
Q1
$59.3M Buy
+4,376,368
New +$59.3M 14.19% 2