Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-43,057
Closed -$1.97M 586
2025
Q1
$1.97M Buy
43,057
+30,155
+234% +$1.38M 0.38% 53
2024
Q4
$613K Buy
+12,902
New +$613K 0.13% 171