Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,781
Closed -$187K 6800
2025
Q1
$187K Buy
7,781
+125
+2% +$3.01K ﹤0.01% 4318
2024
Q4
$217K Buy
+7,656
New +$217K ﹤0.01% 4267