Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Sell
138,222
-6,476
-4% -$72.5K 0.85% 30
2025
Q1
$1.33M Buy
+144,698
New +$1.33M 0.94% 29