Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,248
Closed -$112K 329
2025
Q1
$112K Sell
1,248
-2,756
-69% -$247K 0.08% 139
2024
Q4
$398K Buy
+4,004
New +$398K 0.28% 75