Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-928
Closed -$205K 437
2025
Q1
$205K Sell
928
-861
-48% -$190K 0.02% 374
2024
Q4
$367K Buy
+1,789
New +$367K 0.04% 225