Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-867
Closed -$225K 57
2025
Q1
$225K Buy
867
+140
+19% +$36.3K 0.07% 49
2024
Q4
$294K Buy
+727
New +$294K 0.09% 44