Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,500
Closed -$452K 728
2025
Q1
$452K Buy
20,500
+500
+3% +$11K 0.01% 444
2024
Q4
$835K Buy
+20,000
New +$835K 0.02% 358