Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-341
Closed -$88.1K 635
2025
Q1
$88.1K Buy
341
+20
+6% +$5.17K 0.08% 118
2024
Q4
$128K Buy
+321
New +$128K 0.13% 103