Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,817
Closed -$246K 1965
2025
Q1
$246K Sell
11,817
-7,244
-38% -$151K ﹤0.01% 1270
2024
Q4
$430K Buy
+19,061
New +$430K ﹤0.01% 896