Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,283
Closed -$147K 1433
2025
Q1
$147K Sell
20,283
-45
-0.2% -$327 ﹤0.01% 871
2024
Q4
$140K Buy
+20,328
New +$140K ﹤0.01% 669