Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-535
Closed -$364K 553
2025
Q1
$364K Sell
535
-1,298
-71% -$882K 0.07% 348
2024
Q4
$1.16M Buy
+1,833
New +$1.16M 0.32% 106