Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-530
Closed -$314K 922
2025
Q1
$314K Buy
530
+132
+33% +$78.2K 0.01% 725
2024
Q4
$245K Buy
+398
New +$245K 0.01% 818