Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Buy
+2,078
New +$687K 0.12% 200
2025
Q1
Sell
-4,660
Closed -$1.29M 476
2024
Q4
$1.29M Buy
+4,660
New +$1.29M 0.27% 71