Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-96
Closed -$54.3K 1093
2025
Q1
$54.3K Sell
96
-49
-34% -$27.7K 0.01% 450
2024
Q4
$87K Buy
+145
New +$87K 0.02% 349