Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20
Closed -$3.14K 1000
2025
Q1
$3.14K Sell
20
-3
-13% -$471 ﹤0.01% 581
2024
Q4
$4.03K Buy
+23
New +$4.03K ﹤0.01% 551