Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,195
Closed -$887K 468
2025
Q1
$887K Sell
6,195
-250
-4% -$35.8K 0.03% 358
2024
Q4
$1.02M Buy
+6,445
New +$1.02M 0.03% 337