Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,663
Closed -$221K 159
2025
Q1
$221K Sell
1,663
-150
-8% -$19.9K 0.16% 81
2024
Q4
$205K Buy
+1,813
New +$205K 0.17% 68