Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-38,632
Closed -$289K 689
2025
Q1
$289K Buy
38,632
+16,929
+78% +$127K 0.02% 616
2024
Q4
$137K Buy
+21,703
New +$137K 0.01% 681