Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,995
Closed -$1.04M 1557
2025
Q1
$1.04M Buy
21,995
+13,411
+156% +$636K 0.01% 391
2024
Q4
$539K Buy
+8,584
New +$539K 0.02% 426