Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-325
Closed -$20.6K 504
2025
Q1
$20.6K Buy
325
+8
+3% +$508 0.02% 188
2024
Q4
$23.8K Buy
+317
New +$23.8K 0.02% 175