Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,000
Closed -$566K 8
2025
Q1
$566K Buy
20,000
+10,000
+100% +$283K 0.88% 5
2024
Q4
$228K Buy
+10,000
New +$228K 0.34% 6