Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,742
Closed -$231K 483
2025
Q1
$231K Buy
1,742
+21
+1% +$2.78K 0.08% 94
2024
Q4
$199K Buy
+1,721
New +$199K 0.06% 96