Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,847
Closed -$505K 699
2025
Q1
$505K Buy
6,847
+5,032
+277% +$371K 0.01% 248
2024
Q4
$148K Buy
+1,815
New +$148K ﹤0.01% 308