Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4M Buy
117,496
+12,197
+12% +$1.28M 6.51% 5
2025
Q1
$6.14M Buy
+105,299
New +$6.14M 3.52% 16