Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,932
Closed -$189K 664
2025
Q1
$189K Buy
18,932
+2,517
+15% +$25.1K 0.01% 597
2024
Q4
$146K Buy
+16,415
New +$146K 0.02% 210