Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-218
Closed -$8.75K 694
2025
Q1
$8.75K Sell
218
-1
-0.5% -$40 ﹤0.01% 555
2024
Q4
$10K Buy
+219
New +$10K ﹤0.01% 527