Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,359
Closed -$471K 237
2025
Q1
$471K Buy
5,359
+669
+14% +$58.9K 0.01% 199
2024
Q4
$434K Buy
+4,690
New +$434K 0.01% 207