Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,677
Closed -$237K 1146
2025
Q1
$237K Sell
7,677
-9,736
-56% -$300K ﹤0.01% 730
2024
Q4
$550K Buy
+17,413
New +$550K 0.02% 422