Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,596
Closed -$204K 465
2025
Q1
$204K Sell
1,596
-2,069
-56% -$265K 0.01% 131
2024
Q4
$573K Buy
+3,665
New +$573K 0.03% 86