Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,279
Closed -$122K 892
2025
Q1
$122K Sell
12,279
-3,167
-21% -$31.5K 0.04% 572
2024
Q4
$193K Buy
+15,446
New +$193K 0.06% 502