Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,643
Closed -$271K 457
2025
Q1
$271K Buy
1,643
+147
+10% +$24.2K ﹤0.01% 288
2024
Q4
$244K Buy
+1,496
New +$244K ﹤0.01% 279