Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-52,538
Closed -$300K 785
2025
Q1
$300K Buy
52,538
+3,238
+7% +$18.5K ﹤0.01% 465
2024
Q4
$293K Buy
+49,300
New +$293K ﹤0.01% 471