Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.75M Sell
104,559
-78,321
-43% -$2.81M 2.43% 18
2024
Q4
$9.02M Buy
+182,880
New +$9.02M 3.73% 14