Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-885
Closed -$240K 178
2025
Q1
$240K Buy
885
+15
+2% +$4.07K 0.13% 157
2024
Q4
$227K Buy
+870
New +$227K 0.09% 186