Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,156
Closed -$1.4M 99
2025
Q1
$1.4M Buy
5,156
+1,371
+36% +$373K 0.39% 38
2024
Q4
$1.18M Buy
+3,785
New +$1.18M 0.34% 38