Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,333
Closed -$213K 149
2025
Q1
$213K Sell
2,333
-129
-5% -$11.8K 0.01% 144
2024
Q4
$210K Buy
+2,462
New +$210K 0.01% 169