Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,541
Closed -$128K 1289
2025
Q1
$128K Sell
11,541
-934
-7% -$10.3K ﹤0.01% 1184
2024
Q4
$158K Buy
+12,475
New +$158K ﹤0.01% 1091