Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-94,588
Closed -$1.11M 809
2025
Q1
$1.11M Buy
94,588
+78,880
+502% +$927K 0.08% 373
2024
Q4
$198K Buy
+15,708
New +$198K 0.02% 659