Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33,569
Closed -$1.28M 1238
2025
Q1
$1.28M Buy
33,569
+18,435
+122% +$704K 0.02% 371
2024
Q4
$664K Buy
+15,134
New +$664K 0.02% 391