Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
+23,191
New +$2.04M 0.36% 71
2024
Q4
Sell
-5,381
Closed -$402K 1173
2024
Q3
$402K Buy
+5,381
New +$402K 0.08% 219