Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,928
Closed -$279K 415
2025
Q1
$279K Buy
4,928
+1,210
+33% +$68.5K ﹤0.01% 282
2024
Q4
$213K Buy
+3,718
New +$213K ﹤0.01% 316