Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,004
Closed -$245K 1948
2025
Q1
$245K Sell
7,004
-5,266
-43% -$185K ﹤0.01% 1582
2024
Q4
$522K Buy
+12,270
New +$522K ﹤0.01% 1329