Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
27,078
-42,727
-61% -$2.75M 0.62% 34
2025
Q1
$4.85M Buy
+69,805
New +$4.85M 2.07% 22