Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
+11,035
New +$529K 0.12% 304
2024
Q3
Sell
-18,049
Closed -$1.16M 765
2024
Q2
$1.16M Buy
+18,049
New +$1.16M 0.33% 85