Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,482
Closed -$310K 77
2025
Q1
$310K Sell
1,482
-138
-9% -$28.9K 0.31% 82
2024
Q4
$288K Buy
+1,620
New +$288K 0.29% 81