Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,256
Closed -$300K 176
2025
Q1
$300K Sell
1,256
-4,387
-78% -$1.05M 0.28% 88
2024
Q4
$1.46M Buy
+5,643
New +$1.46M 0.82% 57