Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.83M Sell
143,839
-66,527
-32% -$2.23M 2.15% 21
2025
Q1
$6.37M Buy
+210,366
New +$6.37M 3.76% 8