Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-840
Closed -$76.1K 58
2025
Q1
$76.1K Sell
840
-47
-5% -$4.26K 0.08% 32
2024
Q4
$88.9K Buy
+887
New +$88.9K 0.09% 34