Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,141
Closed -$213K 453
2025
Q1
$213K Buy
18,141
+270
+2% +$3.17K 0.1% 348
2024
Q4
$225K Buy
+17,871
New +$225K 0.03% 417