Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-79
Closed -$11.8K 94
2025
Q1
$11.8K Sell
79
-2,179
-97% -$327K ﹤0.01% 79
2024
Q4
$343K Buy
+2,258
New +$343K 0.17% 34