Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
12,608
-79,412
-86% -$1.78M ﹤0.01% 841
2025
Q1
$2.09M Sell
92,020
-107,683
-54% -$2.45M 0.02% 301
2024
Q4
$4M Buy
+199,703
New +$4M 0.12% 158