Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,432
Closed -$313K 121
2025
Q1
$313K Sell
3,432
-70
-2% -$6.38K 0.09% 101
2024
Q4
$404K Buy
+3,502
New +$404K 0.11% 88