Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,066
Closed -$223K 2046
2025
Q1
$223K Sell
2,066
-718
-26% -$77.5K ﹤0.01% 1570
2024
Q4
$509K Buy
+2,784
New +$509K 0.01% 1069