Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Buy
+23,283
New +$3.23M 0.73% 32
2025
Q1
Sell
-3,520
Closed -$468K 1429
2024
Q4
$468K Buy
+3,520
New +$468K 0.18% 155