Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,351
Closed -$238K 918
2025
Q1
$238K Sell
1,351
-5,886
-81% -$1.04M 0.01% 702
2024
Q4
$1.42M Buy
+7,237
New +$1.42M 0.05% 331