Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,285
Closed -$251K 188
2025
Q1
$251K Sell
3,285
-4,955
-60% -$378K 0.06% 140
2024
Q4
$576K Buy
+8,240
New +$576K 0.13% 93