Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,571
Closed -$638K 56
2025
Q1
$638K Buy
13,571
+7,576
+126% +$356K 0.08% 39
2024
Q4
$338K Buy
+5,995
New +$338K 0.03% 37