Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,372
Closed -$235K 289
2025
Q1
$235K Buy
2,372
+3
+0.1% +$298 0.02% 236
2024
Q4
$238K Buy
+2,369
New +$238K 0.02% 230