Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-998
Closed -$77.9K 173
2025
Q1
$77.9K Hold
998
0.07% 122
2024
Q4
$117K Buy
+998
New +$117K 0.12% 108