Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,916
Closed -$54K 1540
2025
Q1
$54K Sell
11,916
-100
-0.8% -$453 ﹤0.01% 1097
2024
Q4
$56.7K Buy
+12,016
New +$56.7K ﹤0.01% 1080