Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
+63,882
New +$1.43M 0.54% 64
2025
Q1
Sell
-8,147
Closed -$163K 157
2024
Q4
$163K Buy
+8,147
New +$163K 0.1% 117