Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,896
Closed -$380K 1814
2025
Q1
$380K Sell
2,896
-4,086
-59% -$536K ﹤0.01% 1095
2024
Q4
$957K Buy
+6,982
New +$957K 0.01% 672