Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
+4,463
New +$1.25M 0.47% 132
2025
Q1
Sell
-13,095
Closed -$3.41M 58
2024
Q4
$3.41M Buy
+13,095
New +$3.41M 2.11% 27