Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,836
Closed -$381K 83
2025
Q1
$381K Sell
9,836
-1,443
-13% -$55.9K 0.18% 67
2024
Q4
$381K Buy
+11,279
New +$381K 0.17% 71