Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-128,309
Closed -$2.05M 140
2025
Q1
$2.05M Buy
128,309
+93,682
+271% +$1.49M 0.41% 62
2024
Q4
$656K Buy
+34,627
New +$656K 0.13% 108