Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
+6,800
New +$1.1M 0.11% 234
2025
Q1
Sell
-2,600
Closed -$321K 1087
2024
Q4
$321K Buy
+2,600
New +$321K 0.02% 666