Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-341
Closed -$210K 725
2025
Q1
$210K Sell
341
-146
-30% -$89.8K 0.01% 652
2024
Q4
$258K Buy
+487
New +$258K 0.02% 474