Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-59,534
Closed -$3.09M 298
2025
Q1
$3.09M Sell
59,534
-28,037
-32% -$1.46M 0.53% 94
2024
Q4
$4.97M Buy
87,571
+25,403
+41% +$1.44M 0.7% 36
2024
Q3
$2.82M Buy
+62,168
New +$2.82M 0.42% 128