Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,620
Closed -$205K 230
2025
Q1
$205K Sell
3,620
-16
-0.4% -$905 0.08% 194
2024
Q4
$209K Buy
+3,636
New +$209K 0.08% 184