Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,046
Closed -$203K 268
2025
Q1
$203K Sell
2,046
-12
-0.6% -$1.19K 0.05% 250
2024
Q4
$207K Buy
+2,058
New +$207K 0.05% 245