Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-229,479
Closed -$5.06M 600
2025
Q1
$5.06M Buy
229,479
+157,758
+220% +$3.48M 0.51% 52
2024
Q4
$3M Buy
+71,721
New +$3M 0.34% 93