Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,442
Closed -$446K 87
2025
Q1
$446K Sell
4,442
-42
-0.9% -$4.22K 0.13% 125
2024
Q4
$437K Buy
+4,484
New +$437K 0.12% 130