Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,230
Closed -$200K 157
2025
Q1
$200K Sell
2,230
-30
-1% -$2.69K 0.06% 140
2024
Q4
$225K Buy
+2,260
New +$225K 0.07% 128