Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.88M Sell
4,230
-1,740
-29% -$1.18M 1.13% 36
2024
Q4
$3.76M Buy
+5,970
New +$3.76M 1.49% 33