Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,200
Closed -$320K 273
2025
Q1
$320K Sell
1,200
-914
-43% -$243K 0.08% 228
2024
Q4
$532K Buy
+2,114
New +$532K 0.22% 112