Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,899
Closed -$697K 1225
2025
Q1
$697K Sell
7,899
-2,404
-23% -$212K ﹤0.01% 344
2024
Q4
$976K Buy
+10,303
New +$976K ﹤0.01% 282