Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-39,406
Closed -$343K 470
2025
Q1
$343K Buy
39,406
+8,250
+26% +$71.8K 0.02% 460
2024
Q4
$293K Buy
+31,156
New +$293K 0.02% 442