Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,072
Closed -$1.58M 512
2025
Q1
$1.58M Buy
5,072
+3,496
+222% +$1.09M 0.31% 69
2024
Q4
$411K Buy
+1,576
New +$411K 0.09% 250