Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,316
Closed -$203K 70
2025
Q1
$203K Sell
2,316
-70
-3% -$6.15K 0.11% 50
2024
Q4
$216K Buy
+2,386
New +$216K 0.12% 47