Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,192
Closed -$2.06M 66
2025
Q1
$2.06M Buy
8,192
+182
+2% +$45.7K 1.8% 21
2024
Q4
$2.09M Buy
+8,010
New +$2.09M 1.88% 19