Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,815
Closed -$259K 1034
2025
Q1
$259K Buy
2,815
+220
+8% +$20.2K 0.01% 337
2024
Q4
$220K Buy
+2,595
New +$220K 0.01% 396