Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,353
Closed -$289K 48
2025
Q1
$289K Sell
6,353
-437
-6% -$19.8K 0.25% 60
2024
Q4
$349K Buy
+6,790
New +$349K 0.31% 53