Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
+18,277
New +$1.36M 0.51% 88
2025
Q1
Sell
-2,207
Closed -$188K 222
2024
Q4
$188K Buy
+2,207
New +$188K 0.12% 67