Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,513
Closed -$2.53M 1584
2025
Q1
$2.53M Buy
21,513
+1,421
+7% +$167K 0.03% 281
2024
Q4
$2.77M Buy
+20,092
New +$2.77M 0.08% 189