Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,735
Closed -$486K 81
2025
Q1
$486K Sell
6,735
-9,338
-58% -$674K 0.32% 51
2024
Q4
$1.83M Buy
+16,073
New +$1.83M 1.34% 34