Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.09M Sell
12,695
-21,319
-63% -$5.2M 2.01% 29
2024
Q4
$9.57M Buy
+34,014
New +$9.57M 3.95% 6