Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Buy
+4,778
New +$839K 0.14% 166
2025
Q1
Sell
-4,854
Closed -$1.02M 530
2024
Q4
$1.02M Buy
+4,854
New +$1.02M 0.21% 95