Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-741
Closed -$274K 129
2025
Q1
$274K Buy
741
+17
+2% +$6.28K 0.12% 89
2024
Q4
$329K Buy
+724
New +$329K 0.14% 82