Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,184
Closed -$969K 396
2025
Q1
$969K Buy
14,184
+3,321
+31% +$227K 0.14% 143
2024
Q4
$845K Buy
+10,863
New +$845K 0.12% 138