Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-840
Closed -$283K 224
2025
Q1
$283K Sell
840
-50
-6% -$16.9K 0.05% 146
2024
Q4
$302K Buy
+890
New +$302K 0.05% 144