Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.13M Sell
8,806
-4,869
-36% -$1.73M 0.13% 180
2025
Q1
$4.79M Buy
+13,675
New +$4.79M 0.21% 122