Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.45M Buy
+64,135
New +$4.45M 1.67% 3
2025
Q1
Sell
-3,223
Closed -$191K 106
2024
Q4
$191K Buy
+3,223
New +$191K 0.12% 63