Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,030
Closed -$207K 130
2025
Q1
$207K Sell
3,030
-547
-15% -$37.4K 0.06% 209
2024
Q4
$310K Buy
+3,577
New +$310K 0.09% 155