Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,626
Closed -$455K 1216
2025
Q1
$455K Buy
4,626
+828
+22% +$81.5K 0.01% 583
2024
Q4
$595K Buy
+3,798
New +$595K 0.01% 518