Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,794
Closed -$425K 718
2025
Q1
$425K Buy
14,794
+6,305
+74% +$181K 0.03% 555
2024
Q4
$380K Buy
+8,489
New +$380K 0.03% 531