Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,790
Closed -$263K 76
2025
Q1
$263K Sell
1,790
-27
-1% -$3.97K 0.2% 51
2024
Q4
$251K Buy
+1,817
New +$251K 0.27% 51