Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,803
Closed -$527K 876
2025
Q1
$527K Buy
13,803
+171
+1% +$6.53K ﹤0.01% 611
2024
Q4
$598K Buy
+13,632
New +$598K ﹤0.01% 594