Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-402
Closed -$204K 339
2025
Q1
$204K Buy
402
+2
+0.5% +$1.02K 0.16% 70
2024
Q4
$190K Buy
+400
New +$190K 0.15% 74