Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-700
Closed -$74.8K 91
2025
Q1
$74.8K Sell
700
-1,300
-65% -$139K 0.04% 105
2024
Q4
$247K Buy
+2,000
New +$247K 0.1% 82