Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,071
Closed -$562K 727
2025
Q1
$562K Buy
6,071
+361
+6% +$33.4K 0.05% 289
2024
Q4
$534K Buy
+5,710
New +$534K 0.05% 271