Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,372
Closed -$225K 50
2025
Q1
$225K Sell
9,372
-1,855
-17% -$44.5K 0.17% 49
2024
Q4
$240K Buy
+11,227
New +$240K 0.15% 52