Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-949
Closed -$442K 622
2025
Q1
$442K Buy
949
+206
+28% +$95.9K 0.09% 243
2024
Q4
$352K Buy
+743
New +$352K 0.07% 271