Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-56,000
Closed -$3.25M 203
2025
Q1
$3.25M Buy
56,000
+20,000
+56% +$1.16M 0.76% 48
2024
Q4
$1.85M Buy
+36,000
New +$1.85M 0.42% 96