Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
3,561
-7,025
-66% -$2.72M 0.61% 45
2025
Q1
$4.06M Buy
+10,586
New +$4.06M 2.4% 21