Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,188
Closed -$1.12M 1132
2025
Q1
$1.12M Sell
18,188
-11,799
-39% -$726K ﹤0.01% 280
2024
Q4
$1.68M Buy
+29,987
New +$1.68M ﹤0.01% 215