Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-35,162
Closed -$67.9K 267
2025
Q1
$67.9K Buy
35,162
+4,162
+13% +$8.03K 0.01% 215
2024
Q4
$159K Buy
+31,000
New +$159K 0.02% 205