Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,038
Closed -$229K 146
2025
Q1
$229K Buy
1,038
+15
+1% +$3.31K 0.13% 128
2024
Q4
$210K Buy
+1,023
New +$210K 0.12% 126