Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
+6,333
New +$1.38M 0.04% 73
2025
Q1
Sell
-2,987
Closed -$498K 368
2024
Q4
$498K Buy
+2,987
New +$498K 0.03% 93