Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,091
Closed -$303K 314
2025
Q1
$303K Sell
6,091
-66
-1% -$3.28K 0.18% 102
2024
Q4
$276K Buy
+6,157
New +$276K 0.18% 96