Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
+1,511
New +$1.35M 0.51% 91
2025
Q1
Sell
-286
Closed -$180K 168
2024
Q4
$180K Buy
+286
New +$180K 0.11% 91