Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,339
Closed -$587K 131
2025
Q1
$587K Buy
10,339
+4,656
+82% +$264K 0.14% 67
2024
Q4
$382K Buy
+5,683
New +$382K 0.08% 78