Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,042
Closed -$305K 169
2025
Q1
$305K Sell
5,042
-25,336
-83% -$1.53M 0.09% 128
2024
Q4
$2.1M Buy
+30,378
New +$2.1M 0.87% 35