Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,792
Closed -$398K 36
2025
Q1
$398K Buy
1,792
+992
+124% +$220K 0.18% 47
2024
Q4
$200K Buy
+800
New +$200K 0.08% 53