Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,014
Closed -$919K 297
2025
Q1
$919K Buy
22,014
+296
+1% +$12.4K 0.09% 175
2024
Q4
$1.27M Buy
+21,718
New +$1.27M 0.12% 152