Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,267
Closed -$776K 485
2025
Q1
$776K Sell
7,267
-204
-3% -$21.8K 0.01% 346
2024
Q4
$922K Buy
+7,471
New +$922K 0.01% 294