Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-991
Closed -$106K 56
2025
Q1
$106K Sell
991
-203
-17% -$21.7K 0.1% 78
2024
Q4
$147K Buy
+1,194
New +$147K 0.12% 58