Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-55,000
Closed -$4.3M 35
2025
Q1
$4.3M Buy
55,000
+35,000
+175% +$2.73M 3.34% 12
2024
Q4
$2.35M Buy
+20,000
New +$2.35M 1.64% 28