Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,238
Closed -$2.32M 259
2025
Q1
$2.32M Buy
6,238
+3,238
+108% +$1.21M 0.08% 59
2024
Q4
$1.08M Buy
+3,000
New +$1.08M 0.05% 59