Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,003
Closed -$298K 440
2025
Q1
$298K Buy
3,003
+854
+40% +$84.7K 0.01% 268
2024
Q4
$216K Buy
+2,149
New +$216K ﹤0.01% 313