Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,611
Closed -$1.12M 173
2025
Q1
$1.12M Buy
13,611
+8,075
+146% +$667K 0.34% 86
2024
Q4
$697K Buy
+5,536
New +$697K 0.29% 81