Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,305
Closed -$155K 611
2025
Q1
$155K Buy
13,305
+624
+5% +$7.25K 0.07% 378
2024
Q4
$260K Buy
+12,681
New +$260K 0.12% 286