Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,186
Closed -$307K 55
2025
Q1
$307K Sell
1,186
-2,012
-63% -$521K 0.31% 29
2024
Q4
$1.29M Buy
+3,198
New +$1.29M 1.24% 14