Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-67,923
Closed -$436K 67
2025
Q1
$436K Sell
67,923
-9,587
-12% -$61.6K 0.19% 47
2024
Q4
$737K Buy
+77,510
New +$737K 0.33% 38