Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-67,261
Closed -$3.86M 1316
2025
Q1
$3.86M Buy
67,261
+42,547
+172% +$2.44M 0.05% 224
2024
Q4
$1.22M Buy
+24,714
New +$1.22M 0.04% 296