Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,224
Closed -$914K 1650
2025
Q1
$914K Buy
5,224
+88
+2% +$15.4K 0.01% 843
2024
Q4
$1.08M Buy
+5,136
New +$1.08M 0.02% 753