Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,541
Closed -$246K 237
2025
Q1
$246K Buy
10,541
+2,300
+28% +$53.6K 0.04% 185
2024
Q4
$237K Buy
+8,241
New +$237K 0.04% 202