Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-110,315
Closed -$154K 445
2025
Q1
$154K Buy
110,315
+463
+0.4% +$648 0.01% 417
2024
Q4
$169K Buy
+109,852
New +$169K 0.01% 404