Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
+37,118
New +$1.32M 0.5% 104
2025
Q1
Sell
-4,409
Closed -$165K 96
2024
Q4
$165K Buy
+4,409
New +$165K 0.1% 114