Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
1,500
-1,005
-40% -$140K 0.01% 111
2025
Q1
$370K Buy
2,505
+1,005
+67% +$148K 0.01% 201
2024
Q4
$198K Buy
+1,500
New +$198K 0.01% 115