Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-31,196
Closed -$1.79M 884
2025
Q1
$1.79M Buy
31,196
+17,033
+120% +$978K 0.17% 174
2024
Q4
$701K Buy
+14,163
New +$701K 0.07% 367