Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-830
Closed -$180K 418
2025
Q1
$180K Hold
830
﹤0.01% 323
2024
Q4
$172K Hold
830
﹤0.01% 340
2024
Q3
$146K Buy
+830
New +$146K ﹤0.01% 320