Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
+3,917
New +$1.4M 0.55% 43
2025
Q1
Sell
-611
Closed -$203K 194
2024
Q4
$203K Buy
+611
New +$203K 0.1% 181