Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.1M Buy
31,405
+11,162
+55% +$6.44M 1.67% 18
2025
Q1
$11.4M Buy
20,243
+9,729
+93% +$5.5M 1.18% 35
2024
Q4
$6.31M Buy
+10,514
New +$6.31M 0.8% 53