Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-22,129
Closed -$2.33M 1442
2025
Q1
$2.33M Sell
22,129
-120,695
-85% -$12.7M 0.03% 291
2024
Q4
$11.3M Buy
+142,824
New +$11.3M 0.34% 67