Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,480
Closed -$335K 501
2025
Q1
$335K Buy
3,480
+2,790
+404% +$269K 0.36% 111
2024
Q4
$65.2K Buy
+690
New +$65.2K 0.06% 401