Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
+34,970
New +$1.28M 0.07% 379
2025
Q1
Sell
-5,232
Closed -$340K 869
2024
Q4
$340K Buy
+5,232
New +$340K 0.03% 546