Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Buy
+15,910
New +$1.26M 0.47% 129
2025
Q1
Sell
-2,017
Closed -$201K 185
2024
Q4
$201K Buy
+2,017
New +$201K 0.12% 55