Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,300
Closed -$1.03M 211
2025
Q1
$1.03M Buy
14,300
+11,604
+430% +$838K 0.26% 78
2024
Q4
$319K Buy
+2,696
New +$319K 0.07% 129