Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.58M Sell
70,218
-57,828
-45% -$3.77M 0.79% 44
2025
Q1
$7.91M Buy
+128,046
New +$7.91M 1.2% 32