Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,441
Closed -$216K 131
2025
Q1
$216K Sell
1,441
-181
-11% -$27.1K 0.08% 113
2024
Q4
$247K Buy
+1,622
New +$247K 0.09% 108