Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
+21,266
New +$1.51M 0.57% 55
2025
Q1
Sell
-2,389
Closed -$181K 196
2024
Q4
$181K Buy
+2,389
New +$181K 0.11% 88