Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,334
Closed -$888K 281
2025
Q1
$888K Buy
3,334
+3,136
+1,584% +$835K 0.53% 61
2024
Q4
$49.8K Buy
+198
New +$49.8K 0.03% 163