Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,549
Closed -$41.1K 325
2025
Q1
$41.1K Sell
13,549
-176,960
-93% -$536K 0.01% 213
2024
Q4
$341K Buy
+190,509
New +$341K 0.05% 128