Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-74,510
Closed -$493K 1682
2025
Q1
$493K Buy
74,510
+23,463
+46% +$155K ﹤0.01% 419
2024
Q4
$262K Buy
+51,047
New +$262K ﹤0.01% 604