Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.88M Sell
42,867
-15,684
-27% -$1.05M 0.3% 65
2024
Q4
$3.63M Buy
+58,551
New +$3.63M 0.4% 55