Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.87M Sell
84,546
-39,695
-32% -$2.75M 0.87% 34
2025
Q1
$7.67M Buy
+124,241
New +$7.67M 1.44% 17