Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,121
Closed -$682K 456
2025
Q1
$682K Buy
14,121
+9,183
+186% +$444K 0.02% 376
2024
Q4
$278K Buy
+4,938
New +$278K 0.01% 386