Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,397
Closed -$238K 110
2025
Q1
$238K Buy
2,397
+2
+0.1% +$198 0.17% 87
2024
Q4
$240K Buy
+2,395
New +$240K 0.19% 82