Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-698
Closed -$429K 1173
2025
Q1
$429K Sell
698
-1,094
-61% -$673K 0.01% 544
2024
Q4
$949K Buy
+1,792
New +$949K 0.03% 330