Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,365
Closed -$199K 225
2025
Q1
$199K Buy
19,365
+4,462
+30% +$45.9K 0.07% 156
2024
Q4
$142K Buy
+14,903
New +$142K 0.05% 146