Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,674
Closed -$218K 333
2025
Q1
$218K Buy
5,674
+72
+1% +$2.76K 0.04% 259
2024
Q4
$231K Buy
+5,602
New +$231K 0.04% 274