Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,282
Closed -$57.8K 534
2025
Q1
$57.8K Buy
2,282
+62
+3% +$1.57K 0.05% 135
2024
Q4
$58.8K Buy
+2,220
New +$58.8K 0.06% 127