Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,538
Closed -$106K 148
2025
Q1
$106K Buy
10,538
+199
+2% +$2K 0.08% 139
2024
Q4
$102K Buy
+10,339
New +$102K 0.09% 130