Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,267
Closed -$277K 86
2025
Q1
$277K Buy
1,267
+182
+17% +$39.8K 0.06% 62
2024
Q4
$222K Buy
+1,085
New +$222K 0.05% 67