Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,860
Closed -$203K 1543
2025
Q1
$203K Buy
6,860
+370
+6% +$11K ﹤0.01% 1266
2024
Q4
$257K Buy
+6,490
New +$257K ﹤0.01% 1179