Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-32,496
Closed -$1.5M 1170
2025
Q1
$1.5M Buy
+32,496
New +$1.5M 0.06% 143
2024
Q4
Hold
0
1110
2024
Q3
Hold
0
1088
2024
Q2
Hold
0
1071
2024
Q1
Hold
0
940