Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,123
Closed -$550K 103
2025
Q1
$550K Buy
2,123
+1,186
+127% +$307K 0.45% 39
2024
Q4
$379K Buy
+937
New +$379K 0.31% 60