Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,632
Closed -$281K 759
2025
Q1
$281K Buy
8,632
+2,414
+39% +$78.5K 0.12% 314
2024
Q4
$208K Buy
+6,218
New +$208K 0.26% 129