Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,546
Closed -$465K 655
2025
Q1
$465K Sell
2,546
-268
-10% -$48.9K 0.09% 297
2024
Q4
$468K Buy
+2,814
New +$468K 0.13% 230