Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,197
Closed -$282K 1469
2025
Q1
$282K Buy
2,197
+786
+56% +$101K ﹤0.01% 655
2024
Q4
$221K Buy
+1,411
New +$221K 0.01% 620