Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,870
Closed -$356K 463
2025
Q1
$356K Buy
6,870
+1,095
+19% +$56.7K 0.02% 372
2024
Q4
$305K Buy
+5,775
New +$305K 0.02% 409