Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,550
Closed -$272K 329
2025
Q1
$272K Buy
1,550
+8
+0.5% +$1.41K 0.01% 266
2024
Q4
$289K Buy
+1,542
New +$289K 0.01% 255