Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,498
Closed -$400K 482
2025
Q1
$400K Sell
2,498
-8,102
-76% -$1.3M 0.08% 329
2024
Q4
$1.84M Buy
+10,600
New +$1.84M 0.51% 54