Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
+3,131
New +$1.1M 0.29% 98
2025
Q1
Sell
-2,511
Closed -$847K 230
2024
Q4
$847K Buy
+2,511
New +$847K 0.21% 121