Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,830
Closed -$757K 358
2025
Q1
$757K Buy
13,830
+260
+2% +$14.2K 0.04% 167
2024
Q4
$851K Buy
+13,570
New +$851K 0.04% 162