Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,928
Closed -$1.84M 527
2025
Q1
$1.84M Buy
20,928
+9,634
+85% +$848K 0.12% 217
2024
Q4
$1.04M Buy
+11,294
New +$1.04M 0.06% 327