Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.88M Buy
20,500
+5,895
+40% +$1.4M 2.35% 8
2025
Q1
$2.42M Buy
+14,605
New +$2.42M 1.24% 41