Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,074
Closed -$200K 1601
2025
Q1
$200K Buy
20,074
+7,787
+63% +$77.4K ﹤0.01% 827
2024
Q4
$153K Buy
+12,287
New +$153K ﹤0.01% 665