Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,640
Closed -$2.41M 659
2025
Q1
$2.41M Buy
14,640
+7,127
+95% +$1.17M 0.45% 48
2024
Q4
$1.22M Buy
+7,513
New +$1.22M 0.34% 95