Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,435
Closed -$236K 284
2025
Q1
$236K Sell
1,435
-1,903
-57% -$313K 0.1% 222
2024
Q4
$544K Buy
+3,338
New +$544K 0.15% 108