Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,710
Closed -$796K 531
2025
Q1
$796K Buy
1,710
+1,150
+205% +$536K 0.85% 14
2024
Q4
$265K Buy
+560
New +$265K 0.26% 78