Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$471K 63
2025
Q1
Sell
-2,700
Closed -$34.8K 71
2024
Q4
$34.8K Buy
+2,700
New +$34.8K 0.02% 223