Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,227
Closed -$379K 775
2025
Q1
$379K Buy
3,227
+1,500
+87% +$176K 0.02% 537
2024
Q4
$238K Buy
+1,727
New +$238K 0.01% 637