Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-156,586
Closed -$1.56M 196
2025
Q1
$1.56M Buy
156,586
+31,830
+26% +$318K 0.41% 79
2024
Q4
$1.11M Buy
+124,756
New +$1.11M 0.29% 84