Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,052
Closed -$215K 341
2025
Q1
$215K Buy
2,052
+52
+3% +$5.46K 0.03% 288
2024
Q4
$327K Buy
+2,000
New +$327K 0.04% 232