Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.52M Sell
20,622
-15,869
-43% -$3.48M 2.02% 22
2025
Q1
$6.94M Buy
+36,491
New +$6.94M 4.11% 4