Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,237
Closed -$107K 591
2025
Q1
$107K Sell
19,237
-573
-3% -$3.19K 0.01% 431
2024
Q4
$165K Buy
+19,810
New +$165K 0.02% 427