Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-75,000
Closed -$155K 1131
2025
Q1
$155K Sell
75,000
-42,000
-36% -$86.5K 0.01% 391
2024
Q4
$214K Buy
+117,000
New +$214K 0.01% 341