Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-35,830
Closed -$742K 1600
2025
Q1
$742K Buy
35,830
+5,043
+16% +$104K 0.01% 438
2024
Q4
$364K Buy
+30,787
New +$364K 0.01% 519