Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Buy
+32,295
New +$1.88M 0.32% 65
2025
Q1
Sell
-9,894
Closed -$368K 566
2024
Q4
$368K Buy
+9,894
New +$368K 0.08% 264