Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,337
Closed -$288K 149
2025
Q1
$288K Sell
13,337
-16,721
-56% -$362K 0.06% 102
2024
Q4
$638K Buy
+30,058
New +$638K 0.14% 61