Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,905
Closed -$138K 1342
2025
Q1
$138K Buy
17,905
+2,127
+13% +$16.4K ﹤0.01% 1176
2024
Q4
$157K Buy
+15,778
New +$157K ﹤0.01% 1092