Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,754
Closed -$247K 64
2025
Q1
$247K Buy
1,754
+118
+7% +$16.6K 0.22% 67
2024
Q4
$273K Buy
+1,636
New +$273K 0.25% 62