Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,274
Closed -$216K 725
2025
Q1
$216K Sell
5,274
-326
-6% -$13.3K 0.01% 494
2024
Q4
$303K Buy
+5,600
New +$303K 0.01% 483