Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-56,808
Closed -$744K 853
2025
Q1
$744K Sell
56,808
-207
-0.4% -$2.71K 0.09% 228
2024
Q4
$802K Buy
+57,015
New +$802K 0.09% 271