Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,794
Closed -$1.29M 47
2025
Q1
$1.29M Buy
+4,794
New +$1.29M 0.49% 27
2024
Q2
Sell
-45,573
Closed -$8.89M 28
2024
Q1
$8.89M Buy
+45,573
New +$8.89M 3.7% 14