Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-42,710
Closed -$163K 271
2025
Q1
$163K Buy
42,710
+2,943
+7% +$11.2K 0.05% 249
2024
Q4
$173K Buy
+39,767
New +$173K 0.05% 242