Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,400
Closed -$201K 1485
2025
Q1
$201K Sell
1,400
-815
-37% -$117K ﹤0.01% 820
2024
Q4
$347K Buy
+2,215
New +$347K 0.01% 527