Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,496
Closed -$118K 52
2025
Q1
$118K Sell
14,496
-10,944
-43% -$89.1K 0.11% 50
2024
Q4
$176K Buy
+25,440
New +$176K 0.16% 52