Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,566
Closed -$1.24M 985
2025
Q1
$1.24M Sell
11,566
-476
-4% -$51.2K 0.06% 400
2024
Q4
$1.58M Buy
+12,042
New +$1.58M 0.06% 366