Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.21M Sell
57,624
-7,376
-11% -$1.05M 3.97% 8
2025
Q1
$4.94M Buy
+65,000
New +$4.94M 6.17% 8