Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,272
Closed -$410K 1698
2025
Q1
$410K Buy
14,272
+6,489
+83% +$186K 0.03% 783
2024
Q4
$348K Buy
+7,783
New +$348K 0.02% 885