Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,929
Closed -$376K 752
2025
Q1
$376K Sell
4,929
-347
-7% -$26.5K 0.03% 365
2024
Q4
$364K Buy
+5,276
New +$364K 0.03% 357