Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,444
Closed -$627K 253
2025
Q1
$627K Sell
6,444
-7,822
-55% -$762K 0.12% 145
2024
Q4
$1.48M Buy
+14,266
New +$1.48M 0.21% 105