Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.48M Sell
49,123
-9,978
-17% -$1.52M 0.32% 66
2025
Q1
$8.68M Buy
+59,101
New +$8.68M 0.37% 48