Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-62,760
Closed -$1.02M 437
2025
Q1
$1.02M Sell
62,760
-2,176
-3% -$35.4K 0.03% 342
2024
Q4
$1.37M Buy
+64,936
New +$1.37M 0.04% 313