Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,590
Closed -$1.21M 488
2025
Q1
$1.21M Sell
26,590
-1,303
-5% -$59.1K 0.04% 329
2024
Q4
$1.21M Buy
+27,893
New +$1.21M 0.04% 320