Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-201
Closed -$44.8K 571
2025
Q1
$44.8K Buy
201
+1
+0.5% +$223 0.04% 158
2024
Q4
$45.5K Buy
+200
New +$45.5K 0.05% 145