Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-53,721
Closed -$316K 3040
2025
Q1
$316K Buy
53,721
+19,788
+58% +$117K 0.02% 1361
2024
Q4
$232K Buy
+33,933
New +$232K 0.02% 1429