Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-346
Closed -$86K 67
2025
Q1
$86K Buy
346
+236
+215% +$58.7K 0.02% 65
2024
Q4
$24.2K Buy
+110
New +$24.2K 0.01% 73