Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,006
Closed -$37.1K 256
2025
Q1
$37.1K Sell
1,006
-20,810
-95% -$768K 0.03% 172
2024
Q4
$810K Buy
+21,816
New +$810K 0.8% 42