Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,680
Closed -$192K 517
2025
Q1
$192K Buy
12,680
+3,360
+36% +$51K 0.21% 210
2024
Q4
$163K Buy
+9,320
New +$163K 0.16% 152