Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,173
Closed -$438K 76
2025
Q1
$438K Sell
4,173
-1,380
-25% -$145K 0.23% 49
2024
Q4
$908K Buy
+5,553
New +$908K 0.37% 47