Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-54,338
Closed -$540K 3280
2025
Q1
$540K Buy
54,338
+10,394
+24% +$103K 0.03% 976
2024
Q4
$548K Buy
+43,944
New +$548K 0.05% 687