Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Buy
+11,600
New +$1.49M 0.56% 57
2025
Q1
Sell
-1,396
Closed -$159K 264
2024
Q4
$159K Buy
+1,396
New +$159K 0.1% 124