Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,454
Closed -$870K 341
2025
Q1
$870K Buy
13,454
+9,735
+262% +$629K 0.02% 232
2024
Q4
$393K Buy
+3,719
New +$393K 0.01% 243