Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,059
Closed -$263K 94
2025
Q1
$263K Sell
1,059
-20
-2% -$4.97K 0.2% 76
2024
Q4
$237K Buy
+1,079
New +$237K 0.18% 83