Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
+25,000
New +$1.2M 0.98% 21
2025
Q1
Sell
-5,000
Closed -$244K 31
2024
Q4
$244K Buy
+5,000
New +$244K 0.25% 29