Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,787
Closed -$1.05M 492
2025
Q1
$1.05M Buy
3,787
+1,604
+73% +$446K 0.2% 155
2024
Q4
$490K Buy
+2,183
New +$490K 0.13% 226