Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,108
Closed -$573K 1638
2025
Q1
$573K Sell
3,108
-2,069
-40% -$381K 0.01% 1136
2024
Q4
$1.02M Buy
+5,177
New +$1.02M 0.01% 910