Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,476
Closed -$261K 541
2025
Q1
$261K Sell
2,476
-1,153
-32% -$121K 0.02% 436
2024
Q4
$286K Buy
+3,629
New +$286K 0.02% 415