Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
35,716
-36,166
-50% -$1.32M 0.04% 92
2025
Q1
$2.38M Buy
+71,882
New +$2.38M 0.1% 82