Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,028
Closed -$161K 179
2025
Q1
$161K Buy
28,028
+1,869
+7% +$10.8K 0.02% 165
2024
Q4
$142K Buy
+26,159
New +$142K 0.01% 161