Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,927
Closed -$353K 133
2025
Q1
$353K Buy
3,927
+600
+18% +$53.9K 0.16% 101
2024
Q4
$331K Buy
+3,327
New +$331K 0.14% 111