Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Buy
+100,000
New +$1.12M 0.25% 55
2023
Q1
Sell
-27,477
Closed -$117K 359
2022
Q4
$117K Buy
+27,477
New +$117K 0.04% 190