Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-67,432
Closed -$784K 767
2025
Q1
$784K Buy
67,432
+47,689
+242% +$554K 0.06% 287
2024
Q4
$411K Buy
+19,743
New +$411K 0.03% 467