Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-304
Closed -$22K 559
2025
Q1
$22K Sell
304
-1
-0.3% -$72 0.02% 186
2024
Q4
$21.2K Buy
+305
New +$21.2K 0.02% 179