Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
+9,587
New +$1.3M 0.49% 117
2025
Q1
Sell
-1,650
Closed -$187K 48
2024
Q4
$187K Buy
+1,650
New +$187K 0.12% 68