Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,534
Closed -$147K 2132
2025
Q1
$147K Sell
13,534
-19,903
-60% -$216K 0.01% 876
2024
Q4
$380K Buy
+33,437
New +$380K 0.02% 598