Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Buy
+3,502
New +$720K 0.13% 140
2025
Q1
Sell
-4,844
Closed -$1.91M 526
2024
Q4
$1.91M Buy
+4,844
New +$1.91M 0.36% 72