Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,173
Closed -$132K 1474
2025
Q1
$132K Sell
1,173
-6,645
-85% -$746K 0.02% 529
2024
Q4
$874K Buy
+7,818
New +$874K 0.09% 240