Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,397
Closed -$223K 144
2025
Q1
$223K Buy
1,397
+277
+25% +$44.2K 0.15% 109
2024
Q4
$149K Buy
+1,120
New +$149K 0.09% 179