Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
+21,327
New +$1.84M 0.27% 127
2025
Q1
Sell
-5,068
Closed -$279K 414
2024
Q4
$279K Buy
+5,068
New +$279K 0.08% 346