Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-896
Closed -$127K 299
2025
Q1
$127K Sell
896
-584
-39% -$82.6K 0.03% 194
2024
Q4
$234K Buy
+1,480
New +$234K 0.04% 154