Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,380
Closed -$302K 1280
2025
Q1
$302K Buy
9,380
+3,737
+66% +$120K 0.01% 933
2024
Q4
$462K Buy
+5,643
New +$462K 0.01% 827