Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-400
Closed -$99.5K 55
2025
Q1
$99.5K Sell
400
-27
-6% -$6.71K 0.1% 26
2024
Q4
$93.9K Buy
+427
New +$93.9K 0.1% 31