Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,825
Closed -$716K 206
2025
Q1
$716K Sell
8,825
-12,561
-59% -$1.02M 0.54% 125
2024
Q4
$1.67M Buy
+21,386
New +$1.67M 0.48% 42