Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,681
Closed -$2.25M 638
2025
Q1
$2.25M Buy
8,681
+1,563
+22% +$405K 0.42% 54
2024
Q4
$2.87M Buy
+7,118
New +$2.87M 0.79% 15