Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Sell
1,568
-2,387
-60% -$1.88M 1.03% 13
2025
Q1
$2.43M Buy
+3,955
New +$2.43M 1.14% 32