Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-704
Closed -$74.8K 774
2025
Q1
$74.8K Sell
704
-1,422
-67% -$151K 0.03% 518
2024
Q4
$233K Buy
+2,126
New +$233K 0.29% 93