Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
+25,000
New +$1.4M 1.2% 29
2025
Q1
Sell
-17,173
Closed -$365K 47
2024
Q4
$365K Buy
+17,173
New +$365K 0.17% 30