Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-41,897
Closed -$1.02M 1937
2025
Q1
$1.02M Buy
41,897
+17,528
+72% +$425K 0.01% 757
2024
Q4
$824K Buy
+24,369
New +$824K 0.01% 716