Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,951
Closed -$1.74M 691
2025
Q1
$1.74M Buy
4,951
+3,532
+249% +$1.24M 0.33% 60
2024
Q4
$448K Buy
+1,419
New +$448K 0.09% 237