Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,601
Closed -$443K 3100
2025
Q1
$443K Sell
6,601
-912
-12% -$61.2K 0.02% 1122
2024
Q4
$594K Buy
+7,513
New +$594K 0.05% 617