Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,329
Closed -$423K 170
2025
Q1
$423K Sell
4,329
-3,633
-46% -$355K 0.13% 121
2024
Q4
$712K Buy
+7,962
New +$712K 0.3% 78