Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,711
Closed -$487K 628
2025
Q1
$487K Buy
3,711
+876
+31% +$115K 0.01% 1136
2024
Q4
$389K Buy
+2,835
New +$389K ﹤0.01% 1135