Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-37,434
Closed -$4.06M 85
2025
Q1
$4.06M Hold
37,434
1.57% 17
2024
Q4
$5.03M Hold
37,434
3.29% 12
2024
Q3
$4.55M Buy
+37,434
New +$4.55M 2.17% 17