Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
+32,510
New +$1.4M 0.04% 592
2024
Q1
Sell
-11,758
Closed -$146K 913
2023
Q4
$146K Buy
+11,758
New +$146K 0.01% 798