Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,745
Closed -$426K 30
2025
Q1
$426K Sell
4,745
-548
-10% -$49.2K 0.58% 14
2024
Q4
$527K Buy
+5,293
New +$527K 0.78% 14