Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-41,653
Closed -$2.97M 476
2025
Q1
$2.97M Sell
41,653
-5,418
-12% -$387K 0.1% 181
2024
Q4
$3.5M Buy
+47,071
New +$3.5M 0.1% 168