Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
27,002
-17,956
-40% -$750K 0.03% 161
2025
Q1
$1.9M Hold
44,958
0.05% 157
2024
Q4
$2.16M Buy
+44,958
New +$2.16M 0.05% 157