Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,017
Closed -$4.41M 3
2025
Q1
$4.41M Hold
25,017
16.19% 3
2024
Q4
$4.92M Buy
+25,017
New +$4.92M 14.17% 4