Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44M Buy
+71,499
New +$1.44M 0.46% 80
2023
Q4
Sell
-9,608
Closed -$221K 472
2023
Q3
$221K Buy
+9,608
New +$221K 0.1% 222