Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,500
Closed -$147K 279
2025
Q1
$147K Sell
15,500
-4,700
-23% -$44.5K 0.01% 206
2024
Q4
$193K Buy
20,200
+1,500
+8% +$14.3K 0.01% 90
2024
Q3
$188K Buy
+18,700
New +$188K 0.11% 28