Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-951
Closed -$232K 403
2025
Q1
$232K Sell
951
-42
-4% -$10.2K 0.77% 42
2024
Q4
$241K Buy
+993
New +$241K 0.14% 197