Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,230
Closed -$890K 470
2025
Q1
$890K Buy
2,230
+2,110
+1,758% +$842K 0.95% 12
2024
Q4
$43.1K Buy
+120
New +$43.1K 0.04% 556