Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,758
Closed -$284K 2341
2025
Q1
$284K Sell
7,758
-5,680
-42% -$208K 0.01% 1452
2024
Q4
$412K Buy
+13,438
New +$412K 0.03% 934