Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.8M Buy
+18,419
New +$2.8M 0.17% 91
2025
Q1
Sell
-1,572
Closed -$203K 525
2024
Q4
$203K Buy
+1,572
New +$203K 0.01% 508