Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-561
Closed -$215K 102
2025
Q1
$215K Sell
561
-24
-4% -$9.21K 0.23% 95
2024
Q4
$260K Buy
+585
New +$260K 0.27% 89