Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,921
Closed -$269K 1411
2025
Q1
$269K Sell
12,921
-14,598
-53% -$304K ﹤0.01% 483
2024
Q4
$621K Buy
+27,519
New +$621K ﹤0.01% 348