Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,213
Closed -$102K 50
2025
Q1
$102K Sell
10,213
-316
-3% -$3.17K 0.09% 47
2024
Q4
$104K Buy
+10,529
New +$104K 0.09% 46