Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,805
Closed -$566K 453
2025
Q1
$566K Buy
1,805
+1,011
+127% +$317K 0.03% 432
2024
Q4
$233K Buy
+794
New +$233K 0.06% 301