Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-36,281
Closed -$149K 568
2025
Q1
$149K Buy
36,281
+7,923
+28% +$32.6K 0.03% 468
2024
Q4
$107K Buy
+28,358
New +$107K 0.03% 376