Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,914
Closed -$462K 640
2025
Q1
$462K Sell
4,914
-2,162
-31% -$203K 0.09% 235
2024
Q4
$673K Buy
+7,076
New +$673K 0.14% 152