Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,519
Closed -$467K 499
2025
Q1
$467K Sell
3,519
-4,042
-53% -$536K 0.09% 234
2024
Q4
$855K Buy
+7,561
New +$855K 0.18% 117