Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,607
Closed -$1.69M 88
2025
Q1
$1.69M Buy
18,607
+59
+0.3% +$5.34K 0.42% 41
2024
Q4
$1.86M Buy
+18,548
New +$1.86M 0.48% 36