Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-103,521
Closed -$165K 746
2025
Q1
$165K Buy
103,521
+52,533
+103% +$83.5K 0.01% 557
2024
Q4
$180K Buy
+50,988
New +$180K 0.02% 527