Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,821
Closed -$312K 608
2025
Q1
$312K Sell
12,821
-1,866
-13% -$45.4K 0.03% 381
2024
Q4
$316K Buy
+14,687
New +$316K 0.03% 408