Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.99M Sell
4,240
-6,798
-62% -$3.19M 1.3% 36
2025
Q1
$5.14M Buy
+11,038
New +$5.14M 3.42% 8