Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-830
Closed -$223K 61
2025
Q1
$223K Sell
830
-53
-6% -$14.2K 0.18% 43
2024
Q4
$217K Buy
+883
New +$217K 0.18% 44