Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,403
Closed -$227K 858
2025
Q1
$227K Sell
1,403
-3,500
-71% -$566K 0.04% 634
2024
Q4
$846K Buy
+4,903
New +$846K 0.15% 199